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 | $117,212 | $100,923+16.1% | $150,045-21.9% | $74,304+57.7% |
| Participation rate | 85.3% | 70.1%+15.2pp | 82.3%+3.0pp | 60.3%+24.9pp |
| Annual return | 15.37% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,442 | $3,463-29.5% | $4,693-48.0% | $2,241+9.0% |
| Participant deferral / active EE | $7,733 | $6,709+15.3% | $7,997-3.3% | $3,767+105.3% |
| Admin fee / account holder | $1,679 | $2,767-39.3% | $13,435-87.5% | $2,969-43.4% |