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 | $102,826 | $86,929+18.3% | $102,423+0.4% | $80,856+27.2% |
| Participation rate | 82.5% | 72.4%+10.1pp | 76.5%+6.0pp | 67.6%+14.9pp |
| Annual return | 17.36% | 18.88%-1.5pp | 29.32%-12.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,625 | $2,369+10.8% | $3,023-13.2% | $2,755-4.7% |
| Participant deferral / active EE | $4,489 | $4,118+9.0% | $5,053-11.2% | $4,296+4.5% |
| Admin fee / account holder | $761 | $8,049-90.5% | $9,451-91.9% | $6,918-89.0% |