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 | $116,502 | $109,881+6.0% | $150,045-22.4% | $84,808+37.4% |
| Participation rate | 71.1% | 76.1%-5.0pp | 82.3%-11.2pp | 68.3%+2.8pp |
| Annual return | 15.60% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,946 | $3,561-45.3% | $4,693-58.5% | $2,631-26.0% |
| Participant deferral / active EE | $8,481 | $6,636+27.8% | $7,997+6.0% | $4,212+101.4% |
| Admin fee / account holder | $10,329 | $8,568+20.5% | $13,435-23.1% | $7,344+40.6% |