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 | $103,714 | $76,552+35.5% | $123,892-16.3% | $62,891+64.9% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 6.53% | 18.68%-12.1pp | 47.52%-41.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $932 | $2,883-67.7% | $4,617-79.8% | $2,281-59.2% |
| Participant deferral / active EE | $4,769 | $4,840-1.5% | $5,984-20.3% | $3,203+48.9% |
| Admin fee / account holder | $15,998 | $4,826+231.5% | $8,357+91.4% | $4,296+272.4% |