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 | $96,963 | $109,413-11.4% | $156,263-37.9% | $84,808+14.3% |
| Participation rate | 82.3% | 72.7%+9.6pp | 78.9%+3.4pp | 68.3%+13.9pp |
| Annual return | 18.24% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,139 | $2,907+8.0% | $4,333-27.5% | $2,631+19.3% |
| Participant deferral / active EE | $7,425 | $4,590+61.8% | $6,158+20.6% | $4,212+76.3% |
| Admin fee / account holder | $4,506 | $9,357-51.8% | $14,255-68.4% | $7,344-38.6% |