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 | $115,558 | $78,672+46.9% | $109,143+5.9% | $85,850+34.6% |
| Participation rate | 74.3% | 68.3%+6.0pp | 75.9%-1.6pp | 69.3%+5.0pp |
| Annual return | 16.31% | 25.09%-8.8pp | 25.75%-9.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,612 | $2,735-4.5% | $3,722-29.8% | $2,565+1.8% |
| Participant deferral / active EE | $5,796 | $3,467+67.2% | $4,653+24.6% | $3,952+46.7% |
| Admin fee / account holder | $1,731 | $5,469-68.3% | $6,752-74.4% | $6,260-72.3% |