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 | $105,103 | $87,733+19.8% | $106,548-1.4% | $85,850+22.4% |
| Participation rate | 80.9% | 71.9%+8.9pp | 76.1%+4.8pp | 69.3%+11.6pp |
| Annual return | 23.08% | 21.86%+1.2pp | 26.80%-3.7pp | 318.53%-295.5pp |
| Employer contribution / active EE | $1,545 | $2,073-25.5% | $2,819-45.2% | $2,565-39.8% |
| Participant deferral / active EE | $2,823 | $3,469-18.6% | $4,398-35.8% | $3,952-28.6% |
| Admin fee / account holder | $2,939 | $6,767-56.6% | $7,407-60.3% | $6,260-53.1% |