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 | $97,555 | $48,076+102.9% | $78,689+24.0% | $62,891+55.1% |
| Participation rate | 76.9% | 65.2%+11.7pp | 73.6%+3.4pp | 69.3%+7.6pp |
| Annual return | 5.85% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,206 | $2,015-40.1% | $2,851-57.7% | $2,281-47.1% |
| Participant deferral / active EE | $2,358 | $2,588-8.9% | $3,517-32.9% | $3,203-26.4% |
| Admin fee / account holder | $3,403 | $3,207+6.1% | $4,510-24.6% | $4,296-20.8% |