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 | $111,688 | $81,248+37.5% | $155,509-28.2% | $80,856+38.1% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 14.13% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,241 | $3,100-27.7% | $4,672-52.0% | $2,755-18.7% |
| Participant deferral / active EE | $2,274 | $3,452-34.1% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $38,739 | $7,997+384.4% | $15,912+143.5% | $6,918+460.0% |