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 | $125,937 | $95,803+31.5% | $113,168+11.3% | $84,808+48.5% |
| Participation rate | 86.3% | 72.9%+13.4pp | 76.6%+9.7pp | 68.3%+18.0pp |
| Annual return | 15.76% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,172 | $2,360-50.4% | $2,975-60.6% | $2,631-55.5% |
| Participant deferral / active EE | $6,344 | $4,242+49.6% | $5,107+24.2% | $4,212+50.6% |
| Admin fee / account holder | $5,104 | $8,989-43.2% | $12,068-57.7% | $7,344-30.5% |