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 | $103,059 | $83,477+23.5% | $125,175-17.7% | $72,985+41.2% |
| Participation rate | 71.9% | 73.3%-1.4pp | 79.8%-7.9pp | 69.5%+2.4pp |
| Annual return | 25.38% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,634 | $2,345+12.3% | $3,865-31.9% | $2,440+8.0% |
| Participant deferral / active EE | $5,723 | $3,585+59.6% | $4,937+15.9% | $3,607+58.7% |
| Admin fee / account holder | $4,978 | $5,517-9.8% | $9,702-48.7% | $5,124-2.9% |