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 | $119,756 | $109,359+9.5% | $162,163-26.2% | $72,985+64.1% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 20.44% | 25.46%-5.0pp | 115.59%-95.2pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,752 | $3,907-29.6% | $5,614-51.0% | $2,440+12.8% |
| Participant deferral / active EE | $5,321 | $5,481-2.9% | $7,298-27.1% | $3,607+47.5% |
| Admin fee / account holder | $7,203 | $7,972-9.6% | $10,843-33.6% | $5,124+40.6% |