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 | $132,864 | $72,277+83.8% | $101,248+31.2% | $79,858+66.4% |
| Participation rate | 79.1% | 68.5%+10.6pp | 75.8%+3.3pp | 69.6%+9.4pp |
| Annual return | 16.23% | 22.30%-6.1pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,068 | $2,692-23.2% | $3,660-43.5% | $2,471-16.3% |
| Participant deferral / active EE | $4,852 | $3,282+47.9% | $4,370+11.0% | $3,740+29.7% |
| Admin fee / account holder | $5,891 | $4,400+33.9% | $5,945-0.9% | $5,306+11.0% |