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 | $118,532 | $73,933+60.3% | $96,683+22.6% | $75,163+57.7% |
| Participation rate | 94.0% | 66.4%+27.6pp | 74.3%+19.7pp | 67.2%+26.8pp |
| Annual return | 14.04% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,319 | $2,928-20.8% | $3,737-38.0% | $2,670-13.2% |
| Participant deferral / active EE | $5,614 | $3,659+53.4% | $4,878+15.1% | $4,125+36.1% |
| Admin fee / account holder | $2,313 | $5,216-55.7% | $6,730-65.6% | $5,651-59.1% |