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 | $110,422 | $87,841+25.7% | $133,980-17.6% | $62,891+75.6% |
| Participation rate | 71.9% | 83.4%-11.5pp | 87.1%-15.2pp | 69.3%+2.6pp |
| Annual return | 8.13% | 12.05%-3.9pp | 29.30%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,319 | $3,483-62.1% | $5,211-74.7% | $2,281-42.2% |
| Participant deferral / active EE | $3,565 | $4,812-25.9% | $6,282-43.3% | $3,203+11.3% |
| Admin fee / account holder | $8,443 | $5,371+57.2% | $9,324-9.4% | $4,296+96.6% |