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 | $105,728 | $101,724+3.9% | $164,813-35.8% | $80,856+30.8% |
| Participation rate | 97.8% | 71.8%+25.9pp | 78.6%+19.2pp | 67.6%+30.1pp |
| Annual return | 13.63% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,300 | $2,953-22.1% | $4,341-47.0% | $2,755-16.5% |
| Participant deferral / active EE | $4,932 | $4,477+10.2% | $6,031-18.2% | $4,296+14.8% |
| Admin fee / account holder | $18,791 | $8,227+128.4% | $12,690+48.1% | $6,918+171.6% |