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 | $106,330 | $117,983-9.9% | $101,794+4.5% | $142,382-25.3% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 15.17% | 36.92%-21.7pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,546 | $2,773-8.2% | $2,289+11.2% | $4,299-40.8% |
| Participant deferral / active EE | $6,121 | $4,714+29.9% | $4,084+49.9% | $6,507-5.9% |
| Admin fee / account holder | $2,652 | $10,433-74.6% | $8,777-69.8% | $12,624-79.0% |