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 | $99,465 | $109,413-9.1% | $156,263-36.3% | $84,808+17.3% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 13.32% | 20.18%-6.9pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,807 | $2,907-37.8% | $4,333-58.3% | $2,631-31.3% |
| Participant deferral / active EE | $3,535 | $4,590-23.0% | $6,158-42.6% | $4,212-16.1% |
| Admin fee / account holder | $9,509 | $9,357+1.6% | $14,255-33.3% | $7,344+29.5% |