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 | $104,349 | $89,753+16.3% | $107,525-3.0% | $84,808+23.0% |
| Participation rate | 74.3% | 68.1%+6.2pp | 75.1%-0.8pp | 68.3%+6.0pp |
| Annual return | 17.34% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,079 | $3,113-33.2% | $3,754-44.6% | $2,631-21.0% |
| Participant deferral / active EE | $4,402 | $4,056+8.5% | $5,116-14.0% | $4,212+4.5% |
| Admin fee / account holder | $5,380 | $7,222-25.5% | $8,919-39.7% | $7,344-26.7% |