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 | $107,450 | $123,793-13.2% | $177,821-39.6% | $79,858+34.6% |
| Participation rate | 79.5% | 84.7%-5.1pp | 87.7%-8.2pp | 69.6%+9.9pp |
| Annual return | 11.53% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,560 | $4,095-61.9% | $5,918-73.6% | $2,471-36.8% |
| Participant deferral / active EE | $3,717 | $5,956-37.6% | $7,714-51.8% | $3,740-0.6% |
| Admin fee / account holder | $5,781 | $7,243-20.2% | $12,427-53.5% | $5,306+8.9% |