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 | $103,931 | $138,347-24.9% | $184,203-43.6% | $80,856+28.5% |
| Participation rate | 71.0% | 83.9%-12.9pp | 86.8%-15.9pp | 67.6%+3.3pp |
| Annual return | 16.55% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,905 | $4,850-60.7% | $6,427-70.4% | $2,755-30.8% |
| Participant deferral / active EE | $4,201 | $7,071-40.6% | $9,131-54.0% | $4,296-2.2% |
| Admin fee / account holder | $17,156 | $10,483+63.6% | $13,901+23.4% | $6,918+148.0% |