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 | $113,459 | $99,341+14.2% | $84,750+33.9% | $273,961-58.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 9.73% | 22.93%-13.2pp | 22.78%-13.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $22,812 | $4,214+441.4% | $3,574+538.2% | $4,869+368.6% |
| Participant deferral / active EE | $9,628 | $4,269+125.5% | $3,712+159.4% | $5,287+82.1% |
| Admin fee / account holder | $7,225 | $6,644+8.7% | $5,332+35.5% | $10,132-28.7% |