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 | $99,052 | $109,413-9.5% | $156,263-36.6% | $84,808+16.8% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 12.56% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,097 | $2,907-27.9% | $4,333-51.6% | $2,631-20.3% |
| Participant deferral / active EE | $3,387 | $4,590-26.2% | $6,158-45.0% | $4,212-19.6% |
| Admin fee / account holder | $5,138 | $9,357-45.1% | $14,255-64.0% | $7,344-30.0% |