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 | $111,048 | $95,803+15.9% | $113,168-1.9% | $84,808+30.9% |
| Participation rate | 90.2% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.9pp |
| Annual return | 14.64% | 25.00%-10.4pp | 24.27%-9.6pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,165 | $2,360-50.6% | $2,975-60.9% | $2,631-55.7% |
| Participant deferral / active EE | $4,728 | $4,242+11.5% | $5,107-7.4% | $4,212+12.3% |
| Admin fee / account holder | $3,071 | $8,989-65.8% | $12,068-74.6% | $7,344-58.2% |