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 | $115,372 | $81,248+42.0% | $155,509-25.8% | $80,856+42.7% |
| Participation rate | 75.5% | 66.2%+9.3pp | 78.2%-2.7pp | 67.6%+7.9pp |
| Annual return | 18.34% | 33.31%-15.0pp | 64.67%-46.3pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,431 | $3,100+75.2% | $4,672+16.2% | $2,755+97.1% |
| Participant deferral / active EE | $4,526 | $3,452+31.1% | $5,626-19.6% | $4,296+5.4% |
| Admin fee / account holder | $5,462 | $7,997-31.7% | $15,912-65.7% | $6,918-21.0% |