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 | $94,674 | $83,477+13.4% | $125,175-24.4% | $72,985+29.7% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 21.54% | 25.78%-4.2pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,016 | $2,345-14.0% | $3,865-47.8% | $2,440-17.4% |
| Participant deferral / active EE | $5,165 | $3,585+44.1% | $4,937+4.6% | $3,607+43.2% |
| Admin fee / account holder | $11,289 | $5,517+104.6% | $9,702+16.4% | $5,124+120.3% |