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 | $95,434 | $109,413-12.8% | $156,263-38.9% | $84,808+12.5% |
| Participation rate | 70.8% | 72.7%-1.9pp | 78.9%-8.1pp | 68.3%+2.5pp |
| Annual return | 13.17% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,981 | $2,907-31.9% | $4,333-54.3% | $2,631-24.7% |
| Participant deferral / active EE | $3,171 | $4,590-30.9% | $6,158-48.5% | $4,212-24.7% |
| Admin fee / account holder | $13,954 | $9,357+49.1% | $14,255-2.1% | $7,344+90.0% |