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 | $98,954 | $74,927+32.1% | $101,794-2.8% | $84,808+16.7% |
| Participation rate | 89.5% | 61.4%+28.1pp | 69.2%+20.3pp | 68.3%+21.2pp |
| Annual return | 13.43% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $905 | $1,522-40.5% | $2,289-60.4% | $2,631-65.6% |
| Participant deferral / active EE | $3,220 | $3,099+3.9% | $4,084-21.2% | $4,212-23.5% |
| Admin fee / account holder | $2,758 | $6,514-57.7% | $8,777-68.6% | $7,344-62.4% |