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 | $112,822 | $138,347-18.5% | $184,203-38.8% | $80,856+39.5% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.2pp | 67.6%+10.9pp |
| Annual return | 19.37% | 20.02%-0.6pp | 28.81%-9.4pp | 35.59%-16.2pp |
| Employer contribution / active EE | $4,302 | $4,850-11.3% | $6,427-33.1% | $2,755+56.2% |
| Participant deferral / active EE | $7,584 | $7,071+7.3% | $9,131-17.0% | $4,296+76.5% |
| Admin fee / account holder | $9,424 | $10,483-10.1% | $13,901-32.2% | $6,918+36.2% |