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 | $109,388 | $109,881-0.4% | $150,045-27.1% | $84,808+29.0% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 26.59% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $2,129 | $3,561-40.2% | $4,693-54.6% | $2,631-19.1% |
| Participant deferral / active EE | $6,257 | $6,636-5.7% | $7,997-21.8% | $4,212+48.6% |
| Admin fee / account holder | $4,773 | $8,568-44.3% | $13,435-64.5% | $7,344-35.0% |