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 | $117,175 | $109,881+6.6% | $150,045-21.9% | $84,808+38.2% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 14.64% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,828 | $3,561-48.7% | $4,693-61.0% | $2,631-30.5% |
| Participant deferral / active EE | $5,627 | $6,636-15.2% | $7,997-29.6% | $4,212+33.6% |
| Admin fee / account holder | $3,086 | $8,568-64.0% | $13,435-77.0% | $7,344-58.0% |