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 | $126,242 | $72,277+74.7% | $101,248+24.7% | $79,858+58.1% |
| Participation rate | 97.2% | 68.5%+28.8pp | 75.8%+21.4pp | 69.6%+27.6pp |
| Annual return | 15.63% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,577 | $2,692-41.4% | $3,660-56.9% | $2,471-36.2% |
| Participant deferral / active EE | $5,702 | $3,282+73.8% | $4,370+30.5% | $3,740+52.5% |
| Admin fee / account holder | $4,502 | $4,400+2.3% | $5,945-24.3% | $5,306-15.1% |