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 | $98,074 | $109,413-10.4% | $156,263-37.2% | $84,808+15.6% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 14.33% | 20.18%-5.9pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,680 | $2,907-42.2% | $4,333-61.2% | $2,631-36.1% |
| Participant deferral / active EE | $4,223 | $4,590-8.0% | $6,158-31.4% | $4,212+0.3% |
| Admin fee / account holder | $13,275 | $9,357+41.9% | $14,255-6.9% | $7,344+80.8% |