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 | $87,568 | $73,933+18.4% | $96,683-9.4% | $75,163+16.5% |
| Participation rate | 71.1% | 66.4%+4.7pp | 74.3%-3.2pp | 67.2%+3.9pp |
| Annual return | 14.02% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,060 | $2,928+4.5% | $3,737-18.1% | $2,670+14.6% |
| Participant deferral / active EE | $5,294 | $3,659+44.7% | $4,878+8.5% | $4,125+28.3% |
| Admin fee / account holder | $14,387 | $5,216+175.8% | $6,730+113.8% | $5,651+154.6% |