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 | $104,872 | $80,717+29.9% | $154,803-32.3% | $84,808+23.7% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,633 | $2,761-4.6% | $4,305-38.8% | $2,631+0.1% |
| Participant deferral / active EE | $5,139 | $3,303+55.6% | $5,540-7.2% | $4,212+22.0% |
| Admin fee / account holder | $2,994 | $6,746-55.6% | $14,329-79.1% | $7,344-59.2% |