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 | $93,356 | $72,277+29.2% | $101,248-7.8% | $79,858+16.9% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.8%-2.0pp | 69.6%+4.2pp |
| Annual return | 16.24% | 22.30%-6.1pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,870 | $2,692-30.5% | $3,660-48.9% | $2,471-24.3% |
| Participant deferral / active EE | $5,237 | $3,282+59.6% | $4,370+19.8% | $3,740+40.0% |
| Admin fee / account holder | $3,590 | $4,400-18.4% | $5,945-39.6% | $5,306-32.3% |