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 | $103,486 | $60,892+70.0% | $82,389+25.6% | $84,808+22.0% |
| Participation rate | 74.2% | 63.3%+10.9pp | 69.5%+4.6pp | 68.3%+5.9pp |
| Annual return | 17.06% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,066 | $1,779+16.1% | $2,517-17.9% | $2,631-21.5% |
| Participant deferral / active EE | $3,942 | $3,179+24.0% | $4,155-5.1% | $4,212-6.4% |
| Admin fee / account holder | $51,008 | $5,467+833.0% | $7,231+605.4% | $7,344+594.6% |