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 | $95,597 | $109,881-13.0% | $150,045-36.3% | $84,808+12.7% |
| Participation rate | 86.0% | 76.1%+9.9pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 16.57% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,952 | $3,561+11.0% | $4,693-15.8% | $2,631+50.2% |
| Participant deferral / active EE | $7,647 | $6,636+15.2% | $7,997-4.4% | $4,212+81.6% |
| Admin fee / account holder | $6,805 | $8,568-20.6% | $13,435-49.3% | $7,344-7.3% |