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 | $110,165 | $73,933+49.0% | $96,683+13.9% | $75,163+46.6% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 16.47% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,675 | $2,928-8.6% | $3,737-28.4% | $2,670+0.2% |
| Participant deferral / active EE | $4,731 | $3,659+29.3% | $4,878-3.0% | $4,125+14.7% |
| Admin fee / account holder | $1,830 | $5,216-64.9% | $6,730-72.8% | $5,651-67.6% |