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 | $110,473 | $109,413+1.0% | $156,263-29.3% | $84,808+30.3% |
| Participation rate | 81.7% | 72.7%+9.0pp | 78.9%+2.8pp | 68.3%+13.4pp |
| Annual return | 13.93% | 20.18%-6.3pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,935 | $2,907+35.4% | $4,333-9.2% | $2,631+49.6% |
| Participant deferral / active EE | $8,074 | $4,590+75.9% | $6,158+31.1% | $4,212+91.7% |
| Admin fee / account holder | $2,386 | $9,357-74.5% | $14,255-83.3% | $7,344-67.5% |