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 | $108,947 | $127,065-14.3% | $113,168-3.7% | $142,382-23.5% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 15.20% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,485 | $3,442+1.3% | $2,975+17.1% | $4,299-18.9% |
| Participant deferral / active EE | $9,058 | $5,716+58.5% | $5,107+77.4% | $6,507+39.2% |
| Admin fee / account holder | $21,183 | $15,736+34.6% | $12,068+75.5% | $12,624+67.8% |