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 | $103,841 | $80,968+28.2% | $96,544+7.6% | $75,163+38.2% |
| Participation rate | 76.6% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.4pp |
| Annual return | 15.41% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,548 | $2,282+11.7% | $2,965-14.1% | $2,670-4.6% |
| Participant deferral / active EE | $5,187 | $3,928+32.0% | $4,851+6.9% | $4,125+25.7% |
| Admin fee / account holder | $19,301 | $6,724+187.0% | $8,252+133.9% | $5,651+241.6% |