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 | $97,104 | $88,707+9.5% | $74,183+30.9% | $273,961-64.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 11.39% | 11.94%-0.6pp | 17.74%-6.4pp | 41.45%-30.1pp |
| Employer contribution / active EE | $9,288 | $3,159+194.0% | $2,370+291.9% | $4,869+90.8% |
| Participant deferral / active EE | $4,879 | $4,212+15.8% | $3,550+37.5% | $5,287-7.7% |
| Admin fee / account holder | $2,427 | $8,717-72.2% | $5,586-56.6% | $10,132-76.1% |