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 | $111,680 | $86,891+28.5% | $142,449-21.6% | $75,163+48.6% |
| Participation rate | 93.5% | 68.5%+24.9pp | 76.8%+16.7pp | 67.2%+26.3pp |
| Annual return | 20.78% | 23.31%-2.5pp | 19.99%+0.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,170 | $3,355-5.5% | $4,847-34.6% | $2,670+18.8% |
| Participant deferral / active EE | $6,604 | $4,938+33.7% | $6,283+5.1% | $4,125+60.1% |
| Admin fee / account holder | $3,733 | $7,299-48.9% | $10,011-62.7% | $5,651-33.9% |