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 | $91,175 | $138,347-34.1% | $184,203-50.5% | $80,856+12.8% |
| Participation rate | 78.4% | 83.9%-5.5pp | 86.8%-8.4pp | 67.6%+10.7pp |
| Annual return | 17.29% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $6,510 | $4,850+34.2% | $6,427+1.3% | $2,755+136.3% |
| Participant deferral / active EE | $11,730 | $7,071+65.9% | $9,131+28.5% | $4,296+173.1% |
| Admin fee / account holder | $5,333 | $10,483-49.1% | $13,901-61.6% | $6,918-22.9% |