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 | $106,297 | $81,248+30.8% | $155,509-31.6% | $80,856+31.5% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 15.32% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $3,381 | $3,100+9.1% | $4,672-27.6% | $2,755+22.7% |
| Participant deferral / active EE | $5,732 | $3,452+66.1% | $5,626+1.9% | $4,296+33.4% |
| Admin fee / account holder | $22,715 | $7,997+184.0% | $15,912+42.8% | $6,918+228.3% |