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 | $107,601 | $80,717+33.3% | $154,803-30.5% | $84,808+26.9% |
| Participation rate | 71.1% | 66.8%+4.3pp | 78.1%-7.0pp | 68.3%+2.8pp |
| Annual return | 19.96% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,196 | $2,761-20.5% | $4,305-49.0% | $2,631-16.6% |
| Participant deferral / active EE | $8,816 | $3,303+166.9% | $5,540+59.1% | $4,212+109.3% |
| Admin fee / account holder | $15,597 | $6,746+131.2% | $14,329+8.8% | $7,344+112.4% |