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 | $108,030 | $50,958+112.0% | $74,550+44.9% | $64,186+68.3% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 69.6%+14.4pp |
| Annual return | 7.59% | -1.86%+9.4pp | 32.53%-24.9pp | 7.63%0pp |
| Employer contribution / active EE | $770 | $1,115-31.0% | $1,961-60.7% | $2,381-67.7% |
| Participant deferral / active EE | $5,066 | $2,301+120.1% | $3,108+63.0% | $3,470+46.0% |
| Admin fee / account holder | $1,637 | $4,223-61.2% | $5,060-67.6% | $4,888-66.5% |