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 | $110,452 | $95,803+15.3% | $113,168-2.4% | $84,808+30.2% |
| Participation rate | 88.8% | 72.9%+15.9pp | 76.6%+12.2pp | 68.3%+20.5pp |
| Annual return | 15.76% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,936 | $2,360-18.0% | $2,975-34.9% | $2,631-26.4% |
| Participant deferral / active EE | $5,853 | $4,242+38.0% | $5,107+14.6% | $4,212+39.0% |
| Admin fee / account holder | $4,633 | $8,989-48.5% | $12,068-61.6% | $7,344-36.9% |