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 | $103,399 | $138,347-25.3% | $184,203-43.9% | $80,856+27.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.47% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,654 | $4,850-45.3% | $6,427-58.7% | $2,755-3.6% |
| Participant deferral / active EE | $5,832 | $7,071-17.5% | $9,131-36.1% | $4,296+35.8% |
| Admin fee / account holder | $12,316 | $10,483+17.5% | $13,901-11.4% | $6,918+78.0% |