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 | $127,908 | $80,968+58.0% | $96,544+32.5% | $75,163+70.2% |
| Participation rate | 70.8% | 71.8%-0.9pp | 76.0%-5.1pp | 67.2%+3.6pp |
| Annual return | 14.79% | 27.06%-12.3pp | 25.84%-11.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,970 | $2,282+30.2% | $2,965+0.2% | $2,670+11.3% |
| Participant deferral / active EE | $7,894 | $3,928+101.0% | $4,851+62.7% | $4,125+91.4% |
| Admin fee / account holder | $17,516 | $6,724+160.5% | $8,252+112.3% | $5,651+210.0% |