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 | $108,888 | $109,413-0.5% | $156,263-30.3% | $84,808+28.4% |
| Participation rate | 86.0% | 72.7%+13.3pp | 78.9%+7.1pp | 68.3%+17.7pp |
| Annual return | 14.46% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,952 | $2,907-32.8% | $4,333-54.9% | $2,631-25.8% |
| Participant deferral / active EE | $3,904 | $4,590-14.9% | $6,158-36.6% | $4,212-7.3% |
| Admin fee / account holder | $13,090 | $9,357+39.9% | $14,255-8.2% | $7,344+78.2% |