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 | $110,685 | $109,881+0.7% | $150,045-26.2% | $84,808+30.5% |
| Participation rate | 90.8% | 76.1%+14.7pp | 82.3%+8.5pp | 68.3%+22.5pp |
| Annual return | 25.38% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $3,224 | $3,561-9.5% | $4,693-31.3% | $2,631+22.5% |
| Participant deferral / active EE | $6,762 | $6,636+1.9% | $7,997-15.4% | $4,212+60.6% |
| Admin fee / account holder | $3,500 | $8,568-59.1% | $13,435-73.9% | $7,344-52.3% |