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 | $112,112 | $76,552+46.5% | $123,892-9.5% | $62,891+78.3% |
| Participation rate | 84.3% | 73.0%+11.3pp | 81.4%+2.9pp | 69.3%+15.0pp |
| Annual return | 10.88% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $664 | $2,883-77.0% | $4,617-85.6% | $2,281-70.9% |
| Participant deferral / active EE | $5,045 | $4,840+4.2% | $5,984-15.7% | $3,203+57.5% |
| Admin fee / account holder | $3,726 | $4,826-22.8% | $8,357-55.4% | $4,296-13.3% |