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 | $112,878 | $86,929+29.9% | $102,423+10.2% | $80,856+39.6% |
| Participation rate | 92.7% | 72.4%+20.4pp | 76.5%+16.2pp | 67.6%+25.1pp |
| Annual return | 12.43% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,452 | $2,369-38.7% | $3,023-52.0% | $2,755-47.3% |
| Participant deferral / active EE | $4,844 | $4,118+17.6% | $5,053-4.1% | $4,296+12.8% |
| Admin fee / account holder | $5,929 | $8,049-26.3% | $9,451-37.3% | $6,918-14.3% |