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 | $101,058 | $95,803+5.5% | $113,168-10.7% | $84,808+19.2% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 15.00% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,169 | $2,360-50.5% | $2,975-60.7% | $2,631-55.6% |
| Participant deferral / active EE | $3,020 | $4,242-28.8% | $5,107-40.9% | $4,212-28.3% |
| Admin fee / account holder | $3,078 | $8,989-65.8% | $12,068-74.5% | $7,344-58.1% |