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 | $107,178 | $99,341+7.9% | $84,750+26.5% | $273,961-60.9% |
| Participation rate | 73.7% | 80.7%-7.0pp | 76.6%-2.9pp | 83.0%-9.3pp |
| Annual return | 4.06% | 22.93%-18.9pp | 22.78%-18.7pp | 41.45%-37.4pp |
| Employer contribution / active EE | $675 | $4,214-84.0% | $3,574-81.1% | $4,869-86.1% |
| Participant deferral / active EE | $2,693 | $4,269-36.9% | $3,712-27.4% | $5,287-49.1% |
| Admin fee / account holder | $8,325 | $6,644+25.3% | $5,332+56.1% | $10,132-17.8% |