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 | $101,134 | $89,698+12.7% | $103,476-2.3% | $80,856+25.1% |
| Participation rate | 76.9% | 76.0%+1.0pp | 80.5%-3.6pp | 67.6%+9.3pp |
| Annual return | 19.42% | 22.78%-3.4pp | 23.90%-4.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,966 | $4,018-51.1% | $4,672-57.9% | $2,755-28.6% |
| Participant deferral / active EE | $4,315 | $5,456-20.9% | $6,623-34.8% | $4,296+0.4% |
| Admin fee / account holder | $55,931 | $6,768+726.4% | $9,413+494.2% | $6,918+708.5% |