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 | $106,110 | $67,606+57.0% | $82,313+28.9% | $70,131+51.3% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 13.82% | 21.57%-7.7pp | 25.88%-12.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,519 | $1,755-13.4% | $2,428-37.4% | $2,342-35.2% |
| Participant deferral / active EE | $4,109 | $2,987+37.6% | $3,706+10.9% | $3,332+23.3% |
| Admin fee / account holder | $16,222 | $4,512+259.5% | $5,608+189.3% | $4,645+249.2% |