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 | $92,276 | $153,772-40.0% | $133,980-31.1% | $273,961-66.3% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.1%-2.9pp | 83.0%+1.2pp |
| Annual return | 6.08% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $15,811 | $6,029+162.3% | $5,211+203.4% | $4,869+224.7% |
| Participant deferral / active EE | $11,792 | $6,958+69.5% | $6,282+87.7% | $5,287+123.0% |
| Admin fee / account holder | $2,754 | $11,765-76.6% | $9,324-70.5% | $10,132-72.8% |