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 | $103,199 | $109,881-6.1% | $150,045-31.2% | $84,808+21.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.03% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,357 | $3,561-33.8% | $4,693-49.8% | $2,631-10.4% |
| Participant deferral / active EE | $4,748 | $6,636-28.5% | $7,997-40.6% | $4,212+12.7% |
| Admin fee / account holder | $12,345 | $8,568+44.1% | $13,435-8.1% | $7,344+68.1% |