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 | $113,101 | $66,098+71.1% | $101,794+11.1% | $74,304+52.2% |
| Participation rate | 74.4% | 53.8%+20.6pp | 69.2%+5.2pp | 60.3%+14.0pp |
| Annual return | 13.05% | 19.59%-6.5pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,520 | $1,082+40.5% | $2,289-33.6% | $2,241-32.2% |
| Participant deferral / active EE | $2,214 | $2,781-20.4% | $4,084-45.8% | $3,767-41.2% |
| Admin fee / account holder | $7,030 | $4,146+69.6% | $8,777-19.9% | $2,969+136.8% |