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 | $106,687 | $109,413-2.5% | $156,263-31.7% | $84,808+25.8% |
| Participation rate | 94.1% | 72.7%+21.4pp | 78.9%+15.2pp | 68.3%+25.8pp |
| Annual return | 17.73% | 20.18%-2.5pp | 59.47%-41.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,464 | $2,907-15.3% | $4,333-43.1% | $2,631-6.4% |
| Participant deferral / active EE | $5,504 | $4,590+19.9% | $6,158-10.6% | $4,212+30.7% |
| Admin fee / account holder | $10,789 | $9,357+15.3% | $14,255-24.3% | $7,344+46.9% |