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 | $99,442 | $109,413-9.1% | $156,263-36.4% | $84,808+17.3% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.9%+16.3pp | 68.3%+26.9pp |
| Annual return | 17.75% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,175 | $2,907+9.2% | $4,333-26.7% | $2,631+20.7% |
| Participant deferral / active EE | $5,058 | $4,590+10.2% | $6,158-17.9% | $4,212+20.1% |
| Admin fee / account holder | $2,183 | $9,357-76.7% | $14,255-84.7% | $7,344-70.3% |