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 | $107,137 | $87,870+21.9% | $113,168-5.3% | $74,304+44.2% |
| Participation rate | 70.6% | 70.7%-0.2pp | 76.6%-6.0pp | 60.3%+10.2pp |
| Annual return | 16.37% | 26.44%-10.1pp | 24.27%-7.9pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,503 | $2,277-34.0% | $2,975-49.5% | $2,241-33.0% |
| Participant deferral / active EE | $4,305 | $4,241+1.5% | $5,107-15.7% | $3,767+14.3% |
| Admin fee / account holder | $3,132 | $3,368-7.0% | $12,068-74.1% | $2,969+5.5% |