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 | $101,377 | $81,460+24.5% | $103,333-1.9% | $80,856+25.4% |
| Participation rate | 90.3% | 66.8%+23.4pp | 74.5%+15.8pp | 67.6%+22.6pp |
| Annual return | 12.40% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,096 | $3,105+31.9% | $3,868+5.9% | $2,755+48.7% |
| Participant deferral / active EE | $5,102 | $3,869+31.9% | $5,057+0.9% | $4,296+18.8% |
| Admin fee / account holder | $2,157 | $6,566-67.1% | $8,355-74.2% | $6,918-68.8% |