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 | $95,272 | $109,881-13.3% | $150,045-36.5% | $84,808+12.3% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 15.60% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,329 | $3,561-62.7% | $4,693-71.7% | $2,631-49.5% |
| Participant deferral / active EE | $8,607 | $6,636+29.7% | $7,997+7.6% | $4,212+104.4% |
| Admin fee / account holder | $4,731 | $8,568-44.8% | $13,435-64.8% | $7,344-35.6% |