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 | $99,403 | $72,012+38.0% | $185,823-46.5% | $79,858+24.5% |
| Participation rate | 76.4% | 65.8%+10.6pp | 78.0%-1.7pp | 69.6%+6.7pp |
| Annual return | 22.84% | 23.12%-0.3pp | 35.95%-13.1pp | 31.71%-8.9pp |
| Employer contribution / active EE | $870 | $1,965-55.7% | $4,087-78.7% | $2,471-64.8% |
| Participant deferral / active EE | $4,542 | $3,779+20.2% | $5,632-19.3% | $3,740+21.4% |
| Admin fee / account holder | $11,102 | $4,513+146.0% | $9,500+16.9% | $5,306+109.2% |