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 | $100,713 | $81,460+23.6% | $103,333-2.5% | $80,856+24.6% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 13.03% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,221 | $3,105-28.5% | $3,868-42.6% | $2,755-19.4% |
| Participant deferral / active EE | $3,748 | $3,869-3.1% | $5,057-25.9% | $4,296-12.8% |
| Admin fee / account holder | $9,352 | $6,566+42.4% | $8,355+11.9% | $6,918+35.2% |