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 | $108,254 | $80,717+34.1% | $154,803-30.1% | $84,808+27.6% |
| Participation rate | 74.7% | 66.8%+7.9pp | 78.1%-3.4pp | 68.3%+6.4pp |
| Annual return | 16.49% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,999 | $2,761-27.6% | $4,305-53.6% | $2,631-24.0% |
| Participant deferral / active EE | $3,883 | $3,303+17.6% | $5,540-29.9% | $4,212-7.8% |
| Admin fee / account holder | $10,350 | $6,746+53.4% | $14,329-27.8% | $7,344+40.9% |