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 | $113,639 | $138,347-17.9% | $184,203-38.3% | $80,856+40.5% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.6pp |
| Annual return | 12.50% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,196 | $4,850-34.1% | $6,427-50.3% | $2,755+16.0% |
| Participant deferral / active EE | $4,137 | $7,071-41.5% | $9,131-54.7% | $4,296-3.7% |
| Admin fee / account holder | $5,267 | $10,483-49.8% | $13,901-62.1% | $6,918-23.9% |