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 | $142,153 | $101,724+39.7% | $164,813-13.7% | $80,856+75.8% |
| Participation rate | 85.0% | 71.8%+13.2pp | 78.6%+6.4pp | 67.6%+17.4pp |
| Annual return | 10.73% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,504 | $2,953-15.2% | $4,341-42.3% | $2,755-9.1% |
| Participant deferral / active EE | $6,137 | $4,477+37.1% | $6,031+1.8% | $4,296+42.9% |
| Admin fee / account holder | $2,606 | $8,227-68.3% | $12,690-79.5% | $6,918-62.3% |