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 | $107,140 | $101,724+5.3% | $164,813-35.0% | $80,856+32.5% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 11.75% | 16.72%-5.0pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,143 | $2,953+40.3% | $4,341-4.5% | $2,755+50.4% |
| Participant deferral / active EE | $4,740 | $4,477+5.9% | $6,031-21.4% | $4,296+10.3% |
| Admin fee / account holder | $7,328 | $8,227-10.9% | $12,690-42.3% | $6,918+5.9% |