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 | $117,951 | $80,968+45.7% | $96,544+22.2% | $75,163+56.9% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.4pp | 67.2%+13.2pp |
| Annual return | 16.16% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,246 | $2,282-1.5% | $2,965-24.2% | $2,670-15.9% |
| Participant deferral / active EE | $4,536 | $3,928+15.5% | $4,851-6.5% | $4,125+10.0% |
| Admin fee / account holder | $4,672 | $6,724-30.5% | $8,252-43.4% | $5,651-17.3% |