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 | $100,191 | $86,929+15.3% | $102,423-2.2% | $80,856+23.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.89% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,236 | $2,369-47.8% | $3,023-59.1% | $2,755-55.1% |
| Participant deferral / active EE | $3,577 | $4,118-13.1% | $5,053-29.2% | $4,296-16.7% |
| Admin fee / account holder | $4,338 | $8,049-46.1% | $9,451-54.1% | $6,918-37.3% |