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 | $100,073 | $83,477+19.9% | $125,175-20.1% | $72,985+37.1% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.5%+15.9pp |
| Annual return | 21.59% | 25.78%-4.2pp | 43.79%-22.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,341 | $2,345-42.8% | $3,865-65.3% | $2,440-45.0% |
| Participant deferral / active EE | $4,346 | $3,585+21.2% | $4,937-12.0% | $3,607+20.5% |
| Admin fee / account holder | $5,834 | $5,517+5.7% | $9,702-39.9% | $5,124+13.9% |