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 | $105,439 | $99,341+6.1% | $84,750+24.4% | $273,961-61.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.16% | 22.93%-12.8pp | 22.78%-12.6pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,346 | $4,214-68.1% | $3,574-62.3% | $4,869-72.4% |
| Participant deferral / active EE | $2,781 | $4,269-34.9% | $3,712-25.1% | $5,287-47.4% |
| Admin fee / account holder | $314 | $6,644-95.3% | $5,332-94.1% | $10,132-96.9% |