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 | $101,949 | $68,719+48.4% | $91,541+11.4% | $84,808+20.2% |
| Participation rate | 92.2% | 64.5%+27.7pp | 69.8%+22.4pp | 68.3%+23.9pp |
| Annual return | 14.51% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,127 | $1,920+10.8% | $2,505-15.1% | $2,631-19.1% |
| Participant deferral / active EE | $4,113 | $3,136+31.2% | $4,008+2.6% | $4,212-2.3% |
| Admin fee / account holder | $4,972 | $5,786-14.1% | $6,956-28.5% | $7,344-32.3% |