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 | $111,473 | $148,978-25.2% | $200,582-44.4% | $84,808+31.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.59% | 28.16%-10.6pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,868 | $4,815-19.7% | $6,419-39.7% | $2,631+47.0% |
| Participant deferral / active EE | $6,831 | $7,142-4.3% | $9,331-26.8% | $4,212+62.2% |
| Admin fee / account holder | $8,037 | $13,977-42.5% | $16,305-50.7% | $7,344+9.4% |