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 | $100,120 | $87,733+14.1% | $106,548-6.0% | $85,850+16.6% |
| Participation rate | 93.5% | 71.9%+21.6pp | 76.1%+17.4pp | 69.3%+24.2pp |
| Annual return | 14.67% | 21.86%-7.2pp | 26.80%-12.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,051 | $2,073-1.1% | $2,819-27.2% | $2,565-20.0% |
| Participant deferral / active EE | $3,918 | $3,469+12.9% | $4,398-10.9% | $3,952-0.8% |
| Admin fee / account holder | $3,023 | $6,767-55.3% | $7,407-59.2% | $6,260-51.7% |