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 | $100,843 | $89,355+12.9% | $141,162-28.6% | $72,985+38.2% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 22.55% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,372 | $3,114+8.3% | $4,735-28.8% | $2,440+38.2% |
| Participant deferral / active EE | $7,886 | $5,418+45.5% | $6,709+17.5% | $3,607+118.6% |
| Admin fee / account holder | $7,506 | $5,958+26.0% | $10,261-26.8% | $5,124+46.5% |