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 | $101,391 | $81,460+24.5% | $103,333-1.9% | $80,856+25.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 10.85% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,633 | $3,105-15.2% | $3,868-31.9% | $2,755-4.4% |
| Participant deferral / active EE | $5,548 | $3,869+43.4% | $5,057+9.7% | $4,296+29.2% |
| Admin fee / account holder | $8,507 | $6,566+29.6% | $8,355+1.8% | $6,918+23.0% |