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 | $101,530 | $101,724-0.2% | $164,813-38.4% | $80,856+25.6% |
| Participation rate | 77.0% | 71.8%+5.2pp | 78.6%-1.6pp | 67.6%+9.4pp |
| Annual return | 15.12% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,405 | $2,953-52.4% | $4,341-67.6% | $2,755-49.0% |
| Participant deferral / active EE | $4,878 | $4,477+9.0% | $6,031-19.1% | $4,296+13.6% |
| Admin fee / account holder | $10,366 | $8,227+26.0% | $12,690-18.3% | $6,918+49.8% |