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 | $101,726 | $67,411+50.9% | $91,001+11.8% | $70,131+45.1% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 15.89% | -40.16%+56.1pp | 4.60%+11.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,751 | $1,786-1.9% | $2,456-28.7% | $2,342-25.2% |
| Participant deferral / active EE | $3,770 | $2,823+33.6% | $3,547+6.3% | $3,332+13.2% |
| Admin fee / account holder | $3,342 | $4,236-21.1% | $5,417-38.3% | $4,645-28.1% |