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 | $96,719 | $101,724-4.9% | $164,813-41.3% | $80,856+19.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 15.46% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,570 | $2,953+20.9% | $4,341-17.8% | $2,755+29.6% |
| Participant deferral / active EE | $7,739 | $4,477+72.9% | $6,031+28.3% | $4,296+80.2% |
| Admin fee / account holder | $9,916 | $8,227+20.5% | $12,690-21.9% | $6,918+43.3% |