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 | $94,397 | $81,248+16.2% | $155,509-39.3% | $80,856+16.7% |
| Participation rate | 77.5% | 66.2%+11.2pp | 78.2%-0.7pp | 67.6%+9.8pp |
| Annual return | 14.56% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,964 | $3,100-4.4% | $4,672-36.6% | $2,755+7.6% |
| Participant deferral / active EE | $7,536 | $3,452+118.4% | $5,626+34.0% | $4,296+75.4% |
| Admin fee / account holder | $1,262 | $7,997-84.2% | $15,912-92.1% | $6,918-81.8% |