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 8-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 | $97,784 | $81,460+20.0% | $103,333-5.4% | $80,856+20.9% |
| Participation rate | 73.7% | 66.8%+6.8pp | 74.5%-0.8pp | 67.6%+6.0pp |
| Annual return | 11.80% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,256 | $3,105-27.4% | $3,868-41.7% | $2,755-18.1% |
| Participant deferral / active EE | $4,265 | $3,869+10.3% | $5,057-15.7% | $4,296-0.7% |
| Admin fee / account holder | $4,497 | $6,566-31.5% | $8,355-46.2% | $6,918-35.0% |