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 | $104,550 | $148,978-29.8% | $200,582-47.9% | $84,808+23.3% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 13.76% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,263 | $4,815-32.2% | $6,419-49.2% | $2,631+24.0% |
| Participant deferral / active EE | $5,160 | $7,142-27.7% | $9,331-44.7% | $4,212+22.5% |
| Admin fee / account holder | $14,181 | $13,977+1.5% | $16,305-13.0% | $7,344+93.1% |