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 | $114,721 | $101,724+12.8% | $164,813-30.4% | $80,856+41.9% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.6%+13.4pp |
| Annual return | 11.88% | 16.72%-4.8pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,031 | $2,953-65.1% | $4,341-76.2% | $2,755-62.6% |
| Participant deferral / active EE | $4,415 | $4,477-1.4% | $6,031-26.8% | $4,296+2.8% |
| Admin fee / account holder | $11,206 | $8,227+36.2% | $12,690-11.7% | $6,918+62.0% |