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 | $106,470 | $99,341+7.2% | $84,750+25.6% | $273,961-61.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 9.42% | 22.93%-13.5pp | 22.78%-13.4pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,562 | $4,214-15.5% | $3,574-0.3% | $4,869-26.8% |
| Participant deferral / active EE | $6,434 | $4,269+50.7% | $3,712+73.4% | $5,287+21.7% |
| Admin fee / account holder | $1,141 | $6,644-82.8% | $5,332-78.6% | $10,132-88.7% |