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 | $99,718 | $99,341+0.4% | $84,750+17.7% | $273,961-63.6% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,214 | $4,214-47.5% | $3,574-38.1% | $4,869-54.5% |
| Participant deferral / active EE | $6,707 | $4,269+57.1% | $3,712+80.7% | $5,287+26.9% |
| Admin fee / account holder | $23,303 | $6,644+250.7% | $5,332+337.0% | $10,132+130.0% |