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 | $114,112 | $101,724+12.2% | $164,813-30.8% | $80,856+41.1% |
| Participation rate | 97.6% | 71.8%+25.8pp | 78.6%+19.0pp | 67.6%+30.0pp |
| Annual return | 14.05% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,185 | $2,953+7.9% | $4,341-26.6% | $2,755+15.6% |
| Participant deferral / active EE | $7,206 | $4,477+60.9% | $6,031+19.5% | $4,296+67.7% |
| Admin fee / account holder | $14,638 | $8,227+77.9% | $12,690+15.4% | $6,918+111.6% |