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 | $107,942 | $86,332+25.0% | $125,175-13.8% | $65,185+65.6% |
| Participation rate | 76.0% | 75.3%+0.6pp | 79.8%-3.8pp | 70.2%+5.8pp |
| Annual return | 18.75% | 27.43%-8.7pp | 43.79%-25.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,125 | $2,040+4.2% | $3,865-45.0% | $2,177-2.4% |
| Participant deferral / active EE | $4,578 | $3,537+29.4% | $4,937-7.3% | $3,514+30.3% |
| Admin fee / account holder | $13,088 | $609+2048.4% | $9,702+34.9% | $847+1445.0% |