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 | $113,934 | $101,724+12.0% | $164,813-30.9% | $80,856+40.9% |
| Participation rate | 79.6% | 71.8%+7.8pp | 78.6%+1.0pp | 67.6%+12.0pp |
| Annual return | 14.88% | 16.72%-1.8pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,952 | $2,9530% | $4,341-32.0% | $2,755+7.2% |
| Participant deferral / active EE | $3,793 | $4,477-15.3% | $6,031-37.1% | $4,296-11.7% |
| Admin fee / account holder | $2,280 | $8,227-72.3% | $12,690-82.0% | $6,918-67.0% |