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 | $109,204 | $89,698+21.7% | $103,476+5.5% | $80,856+35.1% |
| Participation rate | 73.9% | 76.0%-2.1pp | 80.5%-6.6pp | 67.6%+6.2pp |
| Annual return | 16.69% | 22.78%-6.1pp | 23.90%-7.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,714 | $4,018-57.3% | $4,672-63.3% | $2,755-37.8% |
| Participant deferral / active EE | $5,118 | $5,456-6.2% | $6,623-22.7% | $4,296+19.1% |
| Admin fee / account holder | $4,431 | $6,768-34.5% | $9,413-52.9% | $6,918-35.9% |