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 | $101,621 | $76,367+33.1% | $93,606+8.6% | $72,985+39.2% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 23.16% | 25.82%-2.7pp | 32.76%-9.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,408 | $2,275-38.1% | $2,718-48.2% | $2,440-42.3% |
| Participant deferral / active EE | $7,084 | $3,538+100.2% | $4,069+74.1% | $3,607+96.4% |
| Admin fee / account holder | $2,692 | $6,838-60.6% | $7,888-65.9% | $5,124-47.5% |