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 | $108,585 | $125,758-13.7% | $169,993-36.1% | $75,163+44.5% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.0%-0.8pp | 67.2%+19.0pp |
| Annual return | 15.85% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,986 | $4,615-35.3% | $6,785-56.0% | $2,670+11.8% |
| Participant deferral / active EE | $6,686 | $6,837-2.2% | $10,408-35.8% | $4,125+62.1% |
| Admin fee / account holder | $16,704 | $8,173+104.4% | $12,815+30.3% | $5,651+195.6% |