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 | $104,093 | $58,828+76.9% | $77,999+33.5% | $62,891+65.5% |
| Participation rate | 76.5% | 71.1%+5.4pp | 75.5%+0.9pp | 69.3%+7.2pp |
| Annual return | 6.08% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $564 | $1,672-66.3% | $2,470-77.2% | $2,281-75.3% |
| Participant deferral / active EE | $2,795 | $2,686+4.1% | $3,497-20.1% | $3,203-12.7% |
| Admin fee / account holder | $2,898 | $4,393-34.0% | $5,480-47.1% | $4,296-32.5% |