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 | $95,198 | $72,012+32.2% | $185,823-48.8% | $79,858+19.2% |
| Participation rate | 71.9% | 65.8%+6.1pp | 78.0%-6.2pp | 69.6%+2.2pp |
| Annual return | 16.10% | 23.12%-7.0pp | 35.95%-19.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,413 | $1,965-28.1% | $4,087-65.4% | $2,471-42.8% |
| Participant deferral / active EE | $4,290 | $3,779+13.5% | $5,632-23.8% | $3,740+14.7% |
| Admin fee / account holder | $1,112 | $4,513-75.4% | $9,500-88.3% | $5,306-79.0% |