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 | $114,708 | $181,894-36.9% | $156,549-26.7% | $273,961-58.1% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 7.99% | 30.74%-22.8pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $3,054 | $6,248-51.1% | $5,501-44.5% | $4,869-37.3% |
| Participant deferral / active EE | $8,786 | $5,550+58.3% | $4,871+80.4% | $5,287+66.2% |
| Admin fee / account holder | $7,352 | $15,559-52.7% | $13,027-43.6% | $10,132-27.4% |