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 | $119,283 | $138,347-13.8% | $184,203-35.2% | $80,856+47.5% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 12.57% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,359 | $4,850-51.4% | $6,427-63.3% | $2,755-14.4% |
| Participant deferral / active EE | $6,247 | $7,071-11.7% | $9,131-31.6% | $4,296+45.4% |
| Admin fee / account holder | $10,194 | $10,483-2.8% | $13,901-26.7% | $6,918+47.4% |