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 | $110,614 | $109,881+0.7% | $150,045-26.3% | $84,808+30.4% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,637 | $3,561-26.0% | $4,693-43.8% | $2,631+0.2% |
| Participant deferral / active EE | $5,319 | $6,636-19.8% | $7,997-33.5% | $4,212+26.3% |
| Admin fee / account holder | $6,998 | $8,568-18.3% | $13,435-47.9% | $7,344-4.7% |