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 | $109,723 | $80,717+35.9% | $154,803-29.1% | $84,808+29.4% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 16.58% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,541 | $2,761-8.0% | $4,305-41.0% | $2,631-3.4% |
| Participant deferral / active EE | $3,196 | $3,303-3.3% | $5,540-42.3% | $4,212-24.1% |
| Admin fee / account holder | $883 | $6,746-86.9% | $14,329-93.8% | $7,344-88.0% |