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 | $103,568 | $78,672+31.6% | $109,143-5.1% | $85,850+20.6% |
| Participation rate | 78.7% | 68.3%+10.4pp | 75.9%+2.8pp | 69.3%+9.4pp |
| Annual return | 12.31% | 25.09%-12.8pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $738 | $2,735-73.0% | $3,722-80.2% | $2,565-71.2% |
| Participant deferral / active EE | $3,690 | $3,467+6.4% | $4,653-20.7% | $3,952-6.6% |
| Admin fee / account holder | $9,801 | $5,469+79.2% | $6,752+45.1% | $6,260+56.6% |