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 | $104,065 | $109,881-5.3% | $150,045-30.6% | $84,808+22.7% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 16.08% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,371 | $3,561-61.5% | $4,693-70.8% | $2,631-47.9% |
| Participant deferral / active EE | $4,275 | $6,636-35.6% | $7,997-46.5% | $4,212+1.5% |
| Admin fee / account holder | $11,526 | $8,568+34.5% | $13,435-14.2% | $7,344+56.9% |