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 | $107,272 | $138,562-22.6% | $246,525-56.5% | $116,875-8.2% |
| Participation rate | 81.1% | 72.8%+8.3pp | 82.0%-0.8pp | 74.5%+6.6pp |
| Annual return | 14.99% | 16.14%-1.2pp | 0.46%+14.5pp | 16.29%-1.3pp |
| Employer contribution / active EE | $1,924 | $4,835-60.2% | $7,467-74.2% | $3,288-41.5% |
| Participant deferral / active EE | $5,430 | $4,207+29.1% | $5,422+0.1% | $3,885+39.8% |
| Admin fee / account holder | $7,503 | $18,110-58.6% | $16,551-54.7% | $12,263-38.8% |