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 | $83,454 | $58,523+42.6% | $99,443-16.1% | $72,985+14.3% |
| Participation rate | 80.0% | 64.6%+15.4pp | 73.8%+6.2pp | 69.5%+10.5pp |
| Annual return | 23.68% | 28.51%-4.8pp | 30.72%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,959 | $1,512+29.6% | $2,540-22.9% | $2,440-19.7% |
| Participant deferral / active EE | $3,593 | $2,606+37.9% | $3,619-0.7% | $3,607-0.4% |
| Admin fee / account holder | $4,979 | $4,102+21.4% | $6,250-20.3% | $5,124-2.8% |