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 | $105,663 | $123,793-14.6% | $177,821-40.6% | $79,858+32.3% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 17.49% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,164 | $4,095-22.7% | $5,918-46.5% | $2,471+28.0% |
| Participant deferral / active EE | $6,905 | $5,956+15.9% | $7,714-10.5% | $3,740+84.6% |
| Admin fee / account holder | $2,032 | $7,243-71.9% | $12,427-83.6% | $5,306-61.7% |