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 | $125,635 | $86,929+44.5% | $102,423+22.7% | $80,856+55.4% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 14.99% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,314 | $2,369-44.5% | $3,023-56.5% | $2,755-52.3% |
| Participant deferral / active EE | $3,717 | $4,118-9.8% | $5,053-26.4% | $4,296-13.5% |
| Admin fee / account holder | $22,852 | $8,049+183.9% | $9,451+141.8% | $6,918+230.3% |