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 | $114,703 | $60,349+90.1% | $74,183+54.6% | $62,891+82.4% |
| Participation rate | 87.0% | 72.7%+14.3pp | 76.6%+10.4pp | 69.3%+17.7pp |
| Annual return | 5.68% | 21.37%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,579 | $1,680-6.0% | $2,370-33.4% | $2,281-30.8% |
| Participant deferral / active EE | $3,125 | $2,856+9.4% | $3,550-12.0% | $3,203-2.4% |
| Admin fee / account holder | $6,838 | $4,261+60.5% | $5,586+22.4% | $4,296+59.2% |