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 | $103,216 | $87,841+17.5% | $133,980-23.0% | $62,891+64.1% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 8.66% | 12.05%-3.4pp | 29.30%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,244 | $3,483-35.6% | $5,211-56.9% | $2,281-1.6% |
| Participant deferral / active EE | $3,310 | $4,812-31.2% | $6,282-47.3% | $3,203+3.3% |
| Admin fee / account holder | $1,326 | $5,371-75.3% | $9,324-85.8% | $4,296-69.1% |