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 | $117,496 | $89,753+30.9% | $107,525+9.3% | $84,808+38.5% |
| Participation rate | 74.7% | 68.1%+6.6pp | 75.1%-0.4pp | 68.3%+6.4pp |
| Annual return | 18.01% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,023 | $3,113+61.3% | $3,754+33.8% | $2,631+90.9% |
| Participant deferral / active EE | $8,110 | $4,056+100.0% | $5,116+58.5% | $4,212+92.6% |
| Admin fee / account holder | $5,776 | $7,222-20.0% | $8,919-35.2% | $7,344-21.4% |