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 | $101,177 | $58,851+71.9% | $115,157-12.1% | $72,985+38.6% |
| Participation rate | 70.6% | 65.5%+5.0pp | 75.9%-5.3pp | 69.5%+1.1pp |
| Annual return | 21.83% | 23.16%-1.3pp | 35.60%-13.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,223 | $1,798-32.0% | $3,179-61.5% | $2,440-49.9% |
| Participant deferral / active EE | $2,855 | $2,643+8.1% | $4,168-31.5% | $3,607-20.8% |
| Admin fee / account holder | $6,202 | $6,370-2.6% | $7,088-12.5% | $5,124+21.0% |