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 | $119,972 | $78,705+52.4% | $117,854+1.8% | $70,131+71.1% |
| Participation rate | 82.0% | 73.2%+8.8pp | 79.7%+2.3pp | 69.5%+12.5pp |
| Annual return | 17.76% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,641 | $2,223+18.8% | $3,786-30.2% | $2,342+12.8% |
| Participant deferral / active EE | $7,051 | $3,297+113.8% | $4,482+57.3% | $3,332+111.6% |
| Admin fee / account holder | $4,083 | $5,065-19.4% | $8,020-49.1% | $4,645-12.1% |