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 | $114,940 | $103,376+11.2% | $87,100+32.0% | $152,861-24.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 23.65% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,277 | $3,220+1.8% | $2,521+30.0% | $4,762-31.2% |
| Participant deferral / active EE | $5,780 | $4,778+21.0% | $4,049+42.8% | $5,850-1.2% |
| Admin fee / account holder | $12,716 | $12,205+4.2% | $7,497+69.6% | $11,596+9.7% |