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 | $104,452 | $74,927+39.4% | $101,794+2.6% | $84,808+23.2% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 14.88% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,096 | $1,522-28.0% | $2,289-52.1% | $2,631-58.4% |
| Participant deferral / active EE | $3,489 | $3,099+12.6% | $4,084-14.6% | $4,212-17.1% |
| Admin fee / account holder | $51,420 | $6,514+689.4% | $8,777+485.8% | $7,344+600.2% |