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 | $114,223 | $86,929+31.4% | $102,423+11.5% | $80,856+41.3% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 12.44% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,634 | $2,369-31.0% | $3,023-45.9% | $2,755-40.7% |
| Participant deferral / active EE | $3,716 | $4,118-9.8% | $5,053-26.5% | $4,296-13.5% |
| Admin fee / account holder | $18,320 | $8,049+127.6% | $9,451+93.8% | $6,918+164.8% |