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 | $112,393 | $109,881+2.3% | $150,045-25.1% | $84,808+32.5% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 14.18% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,576 | $3,561-27.7% | $4,693-45.1% | $2,631-2.1% |
| Participant deferral / active EE | $6,937 | $6,636+4.5% | $7,997-13.3% | $4,212+64.7% |
| Admin fee / account holder | $1,848 | $8,568-78.4% | $13,435-86.2% | $7,344-74.8% |