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 | $120,931 | $138,347-12.6% | $184,203-34.3% | $80,856+49.6% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 13.07% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,687 | $4,850-65.2% | $6,427-73.7% | $2,755-38.7% |
| Participant deferral / active EE | $4,979 | $7,071-29.6% | $9,131-45.5% | $4,296+15.9% |
| Admin fee / account holder | $3,306 | $10,483-68.5% | $13,901-76.2% | $6,918-52.2% |