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 | $100,291 | $90,503+10.8% | $78,689+27.5% | $273,961-63.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 3.94% | 75.60%-71.7pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $5,048 | $3,176+59.0% | $2,851+77.1% | $4,869+3.7% |
| Participant deferral / active EE | $4,400 | $3,901+12.8% | $3,517+25.1% | $5,287-16.8% |
| Admin fee / account holder | $23,891 | $5,263+353.9% | $4,510+429.7% | $10,132+135.8% |