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 | $112,505 | $109,413+2.8% | $156,263-28.0% | $84,808+32.7% |
| Participation rate | 81.3% | 72.7%+8.6pp | 78.9%+2.3pp | 68.3%+12.9pp |
| Annual return | 15.87% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,408 | $2,907-51.6% | $4,333-67.5% | $2,631-46.5% |
| Participant deferral / active EE | $4,031 | $4,590-12.2% | $6,158-34.5% | $4,212-4.3% |
| Admin fee / account holder | $1,527 | $9,357-83.7% | $14,255-89.3% | $7,344-79.2% |