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 | $106,833 | $89,753+19.0% | $107,525-0.6% | $84,808+26.0% |
| Participation rate | 71.7% | 68.1%+3.6pp | 75.1%-3.4pp | 68.3%+3.4pp |
| Annual return | 14.00% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,322 | $3,113-25.4% | $3,754-38.1% | $2,631-11.7% |
| Participant deferral / active EE | $4,538 | $4,056+11.9% | $5,116-11.3% | $4,212+7.8% |
| Admin fee / account holder | $2,783 | $7,222-61.5% | $8,919-68.8% | $7,344-62.1% |