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 | $115,719 | $109,881+5.3% | $150,045-22.9% | $84,808+36.4% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,447 | $3,561-3.2% | $4,693-26.5% | $2,631+31.0% |
| Participant deferral / active EE | $6,646 | $6,636+0.1% | $7,997-16.9% | $4,212+57.8% |
| Admin fee / account holder | $4,513 | $8,568-47.3% | $13,435-66.4% | $7,344-38.5% |