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 | $121,208 | $109,881+10.3% | $150,045-19.2% | $84,808+42.9% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 26.69% | 28.25%-1.6pp | 62.55%-35.9pp | 40.90%-14.2pp |
| Employer contribution / active EE | $6,575 | $3,561+84.6% | $4,693+40.1% | $2,631+149.9% |
| Participant deferral / active EE | $11,481 | $6,636+73.0% | $7,997+43.6% | $4,212+172.6% |
| Admin fee / account holder | $8,860 | $8,568+3.4% | $13,435-34.0% | $7,344+20.7% |