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 | $109,248 | $94,625+15.5% | $116,228-6.0% | $84,808+28.8% |
| Participation rate | 72.7% | 70.4%+2.3pp | 74.6%-1.8pp | 68.3%+4.4pp |
| Annual return | 14.62% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,078 | $2,347-11.5% | $2,994-30.6% | $2,631-21.0% |
| Participant deferral / active EE | $4,767 | $3,972+20.0% | $4,953-3.8% | $4,212+13.2% |
| Admin fee / account holder | $3,791 | $10,091-62.4% | $11,989-68.4% | $7,344-48.4% |