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 | $122,511 | $109,881+11.5% | $150,045-18.4% | $84,808+44.5% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 15.06% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,282 | $3,561-7.9% | $4,693-30.1% | $2,631+24.7% |
| Participant deferral / active EE | $6,260 | $6,636-5.7% | $7,997-21.7% | $4,212+48.6% |
| Admin fee / account holder | $3,480 | $8,568-59.4% | $13,435-74.1% | $7,344-52.6% |