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 | $124,839 | $83,477+49.5% | $125,175-0.3% | $72,985+71.0% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 21.37% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,026 | $2,345-13.6% | $3,865-47.6% | $2,440-16.9% |
| Participant deferral / active EE | $6,778 | $3,585+89.0% | $4,937+37.3% | $3,607+87.9% |
| Admin fee / account holder | $1,032 | $5,517-81.3% | $9,702-89.4% | $5,124-79.9% |