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 | $112,765 | $130,194-13.4% | $169,993-33.7% | $71,457+57.8% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.0%+8.0pp | 67.9%+27.1pp |
| Annual return | 19.78% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $7,892 | $4,381+80.1% | $6,785+16.3% | $2,588+205.0% |
| Participant deferral / active EE | $14,588 | $6,923+110.7% | $10,408+40.2% | $4,289+240.1% |
| Admin fee / account holder | $4,639 | $966+380.4% | $12,815-63.8% | $1,587+192.2% |