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 | $115,134 | $179,726-35.9% | $156,263-26.3% | $142,382-19.1% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 14.45% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,155 | $5,069-57.5% | $4,333-50.3% | $4,299-49.9% |
| Participant deferral / active EE | $4,914 | $6,956-29.4% | $6,158-20.2% | $6,507-24.5% |
| Admin fee / account holder | $11,956 | $17,272-30.8% | $14,255-16.1% | $12,624-5.3% |