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 | $112,549 | $94,625+18.9% | $116,228-3.2% | $84,808+32.7% |
| Participation rate | 79.2% | 70.4%+8.7pp | 74.6%+4.6pp | 68.3%+10.9pp |
| Annual return | 17.65% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,328 | $2,347-43.4% | $2,994-55.6% | $2,631-49.5% |
| Participant deferral / active EE | $2,942 | $3,972-25.9% | $4,953-40.6% | $4,212-30.2% |
| Admin fee / account holder | $3,511 | $10,091-65.2% | $11,989-70.7% | $7,344-52.2% |