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 | $107,130 | $78,926+35.7% | $136,749-21.7% | $84,808+26.3% |
| Participation rate | 83.8% | 62.2%+21.6pp | 72.1%+11.6pp | 68.3%+15.5pp |
| Annual return | 16.75% | 18.17%-1.4pp | 24.33%-7.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,432 | $2,134+14.0% | $3,400-28.4% | $2,631-7.5% |
| Participant deferral / active EE | $6,394 | $3,168+101.8% | $4,692+36.3% | $4,212+51.8% |
| Admin fee / account holder | $5,024 | $6,369-21.1% | $11,386-55.9% | $7,344-31.6% |