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 | $101,369 | $81,460+24.4% | $103,333-1.9% | $80,856+25.4% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 15.34% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,843 | $3,105-8.5% | $3,868-26.5% | $2,755+3.2% |
| Participant deferral / active EE | $9,097 | $3,869+135.2% | $5,057+79.9% | $4,296+111.8% |
| Admin fee / account holder | $802 | $6,566-87.8% | $8,355-90.4% | $6,918-88.4% |