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 | $120,713 | $79,944+51.0% | $98,439+22.6% | $75,163+60.6% |
| Participation rate | 85.0% | 70.4%+14.6pp | 75.2%+9.8pp | 67.2%+17.8pp |
| Annual return | 16.95% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,320 | $2,264+2.5% | $3,048-23.9% | $2,670-13.1% |
| Participant deferral / active EE | $4,355 | $3,752+16.1% | $4,738-8.1% | $4,125+5.6% |
| Admin fee / account holder | $4,625 | $6,840-32.4% | $8,948-48.3% | $5,651-18.2% |