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 | $102,323 | $124,881-18.1% | $209,409-51.1% | $116,875-12.5% |
| Participation rate | 92.1% | 75.8%+16.3pp | 80.4%+11.8pp | 74.5%+17.6pp |
| Annual return | 15.06% | 14.56%+0.5pp | 159.49%-144.4pp | 16.29%-1.2pp |
| Employer contribution / active EE | $1,582 | $2,588-38.9% | $5,035-68.6% | $3,288-51.9% |
| Participant deferral / active EE | $2,452 | $3,793-35.4% | $4,230-42.0% | $3,885-36.9% |
| Admin fee / account holder | $16,440 | $12,933+27.1% | $16,474-0.2% | $12,263+34.1% |