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 | $111,711 | $87,841+27.2% | $133,980-16.6% | $62,891+77.6% |
| Participation rate | 98.2% | 83.4%+14.9pp | 87.1%+11.2pp | 69.3%+28.9pp |
| Annual return | 7.79% | 12.05%-4.3pp | 29.30%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,442 | $3,483-58.6% | $5,211-72.3% | $2,281-36.8% |
| Participant deferral / active EE | $5,019 | $4,812+4.3% | $6,282-20.1% | $3,203+56.7% |
| Admin fee / account holder | $17,131 | $5,371+219.0% | $9,324+83.7% | $4,296+298.8% |