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 | $116,028 | $87,013+33.3% | $106,213+9.2% | $80,856+43.5% |
| Participation rate | 82.8% | 70.4%+12.3pp | 75.3%+7.5pp | 67.6%+15.1pp |
| Annual return | 12.73% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $743 | $2,395-69.0% | $3,171-76.6% | $2,755-73.0% |
| Participant deferral / active EE | $4,206 | $3,986+5.5% | $5,016-16.1% | $4,296-2.1% |
| Admin fee / account holder | $3,825 | $8,431-54.6% | $11,033-65.3% | $6,918-44.7% |