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 | $100,253 | $80,968+23.8% | $96,544+3.8% | $75,163+33.4% |
| Participation rate | 75.9% | 71.8%+4.1pp | 76.0%-0.1pp | 67.2%+8.7pp |
| Annual return | 16.04% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,074 | $2,282+78.5% | $2,965+37.4% | $2,670+52.6% |
| Participant deferral / active EE | $5,047 | $3,928+28.5% | $4,851+4.0% | $4,125+22.4% |
| Admin fee / account holder | $7,016 | $6,724+4.3% | $8,252-15.0% | $5,651+24.2% |