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 | $101,814 | $91,552+11.2% | $133,956-24.0% | $79,858+27.5% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.7pp |
| Annual return | 15.30% | 61.85%-46.6pp | 45.09%-29.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $836 | $2,384-64.9% | $3,919-78.7% | $2,471-66.2% |
| Participant deferral / active EE | $3,725 | $3,733-0.2% | $5,048-26.2% | $3,740-0.4% |
| Admin fee / account holder | $20,105 | $6,321+218.1% | $8,927+125.2% | $5,306+278.9% |