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 | $99,963 | $86,929+15.0% | $102,423-2.4% | $80,856+23.6% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.6%+17.4pp |
| Annual return | 15.06% | 18.88%-3.8pp | 29.32%-14.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,497 | $2,369+5.4% | $3,023-17.4% | $2,755-9.4% |
| Participant deferral / active EE | $3,705 | $4,118-10.0% | $5,053-26.7% | $4,296-13.7% |
| Admin fee / account holder | $3,726 | $8,049-53.7% | $9,451-60.6% | $6,918-46.1% |