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 | $115,725 | $109,413+5.8% | $156,263-25.9% | $84,808+36.5% |
| Participation rate | 89.2% | 72.7%+16.5pp | 78.9%+10.3pp | 68.3%+20.9pp |
| Annual return | 14.85% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,668 | $2,907-8.2% | $4,333-38.4% | $2,631+1.4% |
| Participant deferral / active EE | $4,913 | $4,590+7.0% | $6,158-20.2% | $4,212+16.7% |
| Admin fee / account holder | $13,465 | $9,357+43.9% | $14,255-5.5% | $7,344+83.4% |