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 | $106,309 | $61,605+72.6% | $112,229-5.3% | $75,163+41.4% |
| Participation rate | 71.2% | 61.7%+9.5pp | 72.4%-1.2pp | 67.2%+4.0pp |
| Annual return | 16.63% | 28.47%-11.8pp | 30.20%-13.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,221 | $2,015+59.8% | $3,430-6.1% | $2,670+20.7% |
| Participant deferral / active EE | $5,168 | $3,108+66.3% | $4,798+7.7% | $4,125+25.3% |
| Admin fee / account holder | $9,496 | $4,862+95.3% | $7,748+22.5% | $5,651+68.0% |