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 | $99,690 | $109,413-8.9% | $156,263-36.2% | $84,808+17.5% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 16.48% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,523 | $2,907+21.2% | $4,333-18.7% | $2,631+33.9% |
| Participant deferral / active EE | $6,421 | $4,590+39.9% | $6,158+4.3% | $4,212+52.5% |
| Admin fee / account holder | $9,875 | $9,357+5.5% | $14,255-30.7% | $7,344+34.5% |