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 | $117,137 | $72,277+62.1% | $101,248+15.7% | $79,858+46.7% |
| Participation rate | 93.5% | 68.5%+25.1pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 27.62% | 22.30%+5.3pp | 46.47%-18.9pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,423 | $2,692-47.1% | $3,660-61.1% | $2,471-42.4% |
| Participant deferral / active EE | $3,861 | $3,282+17.6% | $4,370-11.7% | $3,740+3.2% |
| Admin fee / account holder | $6,508 | $4,400+47.9% | $5,945+9.5% | $5,306+22.6% |