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 | $106,688 | $101,724+4.9% | $164,813-35.3% | $80,856+31.9% |
| Participation rate | 77.9% | 71.8%+6.1pp | 78.6%-0.7pp | 67.6%+10.3pp |
| Annual return | 15.58% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,106 | $2,953-28.7% | $4,341-51.5% | $2,755-23.5% |
| Participant deferral / active EE | $11,265 | $4,477+151.6% | $6,031+86.8% | $4,296+162.2% |
| Admin fee / account holder | $10,407 | $8,227+26.5% | $12,690-18.0% | $6,918+50.4% |