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 | $101,570 | $93,571+8.5% | $135,903-25.3% | $75,163+35.1% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 15.78% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,414 | $3,537-3.5% | $4,856-29.7% | $2,670+27.9% |
| Participant deferral / active EE | $6,094 | $6,404-4.8% | $7,758-21.5% | $4,125+47.7% |
| Admin fee / account holder | $4,350 | $6,975-37.6% | $10,762-59.6% | $5,651-23.0% |