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 | $127,219 | $181,894-30.1% | $156,549-18.7% | $273,961-53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $8,952 | $6,248+43.3% | $5,501+62.7% | $4,869+83.9% |
| Participant deferral / active EE | $6,766 | $5,550+21.9% | $4,871+38.9% | $5,287+28.0% |
| Admin fee / account holder | $4,408 | $15,559-71.7% | $13,027-66.2% | $10,132-56.5% |