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 | $101,982 | $76,670+33.0% | $96,683+5.5% | $71,457+42.7% |
| Participation rate | 92.0% | 66.6%+25.4pp | 74.3%+17.7pp | 67.9%+24.1pp |
| Annual return | 14.93% | 48.29%-33.4pp | 35.69%-20.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,242 | $3,031-59.0% | $3,737-66.8% | $2,588-52.0% |
| Participant deferral / active EE | $5,573 | $3,771+47.8% | $4,878+14.2% | $4,289+29.9% |
| Admin fee / account holder | $852 | $2,028-58.0% | $6,730-87.3% | $1,587-46.4% |