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 | $104,596 | $109,881-4.8% | $150,045-30.3% | $84,808+23.3% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 17.92% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,727 | $3,561+32.7% | $4,693+0.7% | $2,631+79.7% |
| Participant deferral / active EE | $10,904 | $6,636+64.3% | $7,997+36.3% | $4,212+158.9% |
| Admin fee / account holder | $7,778 | $8,568-9.2% | $13,435-42.1% | $7,344+5.9% |