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 | $105,529 | $77,503+36.2% | $100,391+5.1% | $80,856+30.5% |
| Participation rate | 73.6% | 76.9%-3.4pp | 81.5%-7.9pp | 67.6%+5.9pp |
| Annual return | 14.49% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,253 | $2,801-55.3% | $3,942-68.2% | $2,755-54.5% |
| Participant deferral / active EE | $5,615 | $6,820-17.7% | $8,082-30.5% | $4,296+30.7% |
| Admin fee / account holder | $11,862 | $5,897+101.2% | $7,899+50.2% | $6,918+71.5% |