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 | $101,695 | $89,753+13.3% | $107,525-5.4% | $84,808+19.9% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 17.55% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,653 | $3,113-46.9% | $3,754-56.0% | $2,631-37.2% |
| Participant deferral / active EE | $3,839 | $4,056-5.3% | $5,116-24.9% | $4,212-8.8% |
| Admin fee / account holder | $779 | $7,222-89.2% | $8,919-91.3% | $7,344-89.4% |