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 | $120,485 | $57,065+111.1% | $75,670+59.2% | $70,131+71.8% |
| Participation rate | 94.8% | 68.1%+26.7pp | 72.3%+22.5pp | 69.5%+25.3pp |
| Annual return | 17.66% | 23.57%-5.9pp | 27.34%-9.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,778 | $1,817-2.1% | $2,352-24.4% | $2,342-24.1% |
| Participant deferral / active EE | $2,965 | $2,580+14.9% | $3,142-5.6% | $3,332-11.0% |
| Admin fee / account holder | $4,070 | $3,825+6.4% | $5,800-29.8% | $4,645-12.4% |