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 | $96,047 | $132,049-27.3% | $200,582-52.1% | $74,304+29.3% |
| Participation rate | 82.4% | 84.1%-1.7pp | 86.9%-4.5pp | 60.3%+22.1pp |
| Annual return | 43.72% | 22.22%+21.5pp | 42.33%+1.4pp | 29.43%+14.3pp |
| Employer contribution / active EE | $3,496 | $4,558-23.3% | $6,419-45.5% | $2,241+56.0% |
| Participant deferral / active EE | $4,516 | $7,213-37.4% | $9,331-51.6% | $3,767+19.9% |
| Admin fee / account holder | $16,551 | $2,405+588.3% | $16,305+1.5% | $2,969+457.5% |