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 | $113,050 | $73,933+52.9% | $96,683+16.9% | $75,163+50.4% |
| Participation rate | 84.8% | 66.4%+18.4pp | 74.3%+10.4pp | 67.2%+17.6pp |
| Annual return | 15.89% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,905 | $2,928-0.8% | $3,737-22.3% | $2,670+8.8% |
| Participant deferral / active EE | $6,795 | $3,659+85.7% | $4,878+39.3% | $4,125+64.7% |
| Admin fee / account holder | $5,028 | $5,216-3.6% | $6,730-25.3% | $5,651-11.0% |