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 | $105,169 | $74,927+40.4% | $101,794+3.3% | $84,808+24.0% |
| Participation rate | 86.4% | 61.4%+25.0pp | 69.2%+17.2pp | 68.3%+18.1pp |
| Annual return | 16.62% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $738 | $1,522-51.5% | $2,289-67.8% | $2,631-72.0% |
| Participant deferral / active EE | $7,120 | $3,099+129.8% | $4,084+74.3% | $4,212+69.1% |
| Admin fee / account holder | $4,927 | $6,514-24.4% | $8,777-43.9% | $7,344-32.9% |