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 | $115,237 | $100,326+14.9% | $180,183-36.0% | $84,808+35.9% |
| Participation rate | 78.8% | 71.0%+7.8pp | 77.4%+1.4pp | 68.3%+10.5pp |
| Annual return | 13.31% | 17.86%-4.5pp | 27.86%-14.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,059 | $3,269-37.0% | $5,039-59.1% | $2,631-21.8% |
| Participant deferral / active EE | $2,844 | $5,066-43.9% | $6,822-58.3% | $4,212-32.5% |
| Admin fee / account holder | $3,623 | $9,674-62.6% | $19,975-81.9% | $7,344-50.7% |