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 | $114,704 | $86,929+32.0% | $102,423+12.0% | $80,856+41.9% |
| Participation rate | 94.0% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.4pp |
| Annual return | 15.29% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,120 | $2,369-52.7% | $3,023-62.9% | $2,755-59.3% |
| Participant deferral / active EE | $3,586 | $4,118-12.9% | $5,053-29.0% | $4,296-16.5% |
| Admin fee / account holder | $24,595 | $8,049+205.6% | $9,451+160.2% | $6,918+255.5% |