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 | $107,586 | $109,881-2.1% | $150,045-28.3% | $84,808+26.9% |
| Participation rate | 80.3% | 76.1%+4.2pp | 82.3%-2.0pp | 68.3%+12.0pp |
| Annual return | 28.34% | 28.25%+0.1pp | 62.55%-34.2pp | 40.90%-12.6pp |
| Employer contribution / active EE | $2,077 | $3,561-41.7% | $4,693-55.7% | $2,631-21.1% |
| Participant deferral / active EE | $5,461 | $6,636-17.7% | $7,997-31.7% | $4,212+29.7% |
| Admin fee / account holder | $1,491 | $8,568-82.6% | $13,435-88.9% | $7,344-79.7% |