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 | $106,948 | $81,460+31.3% | $103,333+3.5% | $80,856+32.3% |
| Participation rate | 92.6% | 66.8%+25.7pp | 74.5%+18.1pp | 67.6%+25.0pp |
| Annual return | 13.15% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,658 | $3,105-14.4% | $3,868-31.3% | $2,755-3.5% |
| Participant deferral / active EE | $9,008 | $3,869+132.8% | $5,057+78.1% | $4,296+109.7% |
| Admin fee / account holder | $1,313 | $6,566-80.0% | $8,355-84.3% | $6,918-81.0% |