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 | $114,878 | $109,881+4.5% | $150,045-23.4% | $84,808+35.5% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 14.39% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,291 | $3,561-63.7% | $4,693-72.5% | $2,631-50.9% |
| Participant deferral / active EE | $5,786 | $6,636-12.8% | $7,997-27.6% | $4,212+37.4% |
| Admin fee / account holder | $17,004 | $8,568+98.5% | $13,435+26.6% | $7,344+131.5% |