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 | $111,786 | $86,929+28.6% | $102,423+9.1% | $80,856+38.3% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.2pp |
| Annual return | 10.95% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $779 | $2,369-67.1% | $3,023-74.2% | $2,755-71.7% |
| Participant deferral / active EE | $5,374 | $4,118+30.5% | $5,053+6.4% | $4,296+25.1% |
| Admin fee / account holder | $1,341 | $8,049-83.3% | $9,451-85.8% | $6,918-80.6% |