See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,083 | $83,477+29.5% | $125,175-13.7% | $72,985+48.1% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 24.36% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,239 | $2,345-47.2% | $3,865-67.9% | $2,440-49.2% |
| Participant deferral / active EE | $3,566 | $3,585-0.5% | $4,937-27.8% | $3,607-1.1% |
| Admin fee / account holder | $13,735 | $5,517+148.9% | $9,702+41.6% | $5,124+168.0% |