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 | $99,848 | $76,367+30.7% | $93,606+6.7% | $72,985+36.8% |
| Participation rate | 86.5% | 71.7%+14.8pp | 75.8%+10.7pp | 69.5%+17.1pp |
| Annual return | 19.31% | 25.82%-6.5pp | 32.76%-13.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,157 | $2,275-5.2% | $2,718-20.7% | $2,440-11.6% |
| Participant deferral / active EE | $3,643 | $3,538+3.0% | $4,069-10.5% | $3,607+1.0% |
| Admin fee / account holder | $5,000 | $6,838-26.9% | $7,888-36.6% | $5,124-2.4% |