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 | $103,679 | $74,927+38.4% | $101,794+1.9% | $84,808+22.3% |
| Participation rate | 82.7% | 61.4%+21.3pp | 69.2%+13.5pp | 68.3%+14.4pp |
| Annual return | 14.90% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,621 | $1,522+6.5% | $2,289-29.2% | $2,631-38.4% |
| Participant deferral / active EE | $5,519 | $3,099+78.1% | $4,084+35.1% | $4,212+31.1% |
| Admin fee / account holder | $2,237 | $6,514-65.7% | $8,777-74.5% | $7,344-69.5% |