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 | $102,286 | $86,929+17.7% | $102,423-0.1% | $80,856+26.5% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 16.63% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,572 | $2,369+50.7% | $3,023+18.1% | $2,755+29.7% |
| Participant deferral / active EE | $6,655 | $4,118+61.6% | $5,053+31.7% | $4,296+54.9% |
| Admin fee / account holder | $1,243 | $8,049-84.6% | $9,451-86.8% | $6,918-82.0% |