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 | $122,910 | $63,764+92.8% | $81,930+50.0% | $79,858+53.9% |
| Participation rate | 75.6% | 67.5%+8.1pp | 72.0%+3.6pp | 69.6%+5.9pp |
| Annual return | 11.61% | 22.66%-11.1pp | 29.49%-17.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,738 | $1,795-3.2% | $4,310-59.7% | $2,471-29.7% |
| Participant deferral / active EE | $3,463 | $2,780+24.6% | $7,107-51.3% | $3,740-7.4% |
| Admin fee / account holder | $6,043 | $4,426+36.5% | $5,158+17.2% | $5,306+13.9% |