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 | $99,778 | $101,724-1.9% | $164,813-39.5% | $80,856+23.4% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | 11.83% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,436 | $2,953+16.4% | $4,341-20.8% | $2,755+24.7% |
| Participant deferral / active EE | $7,530 | $4,477+68.2% | $6,031+24.9% | $4,296+75.3% |
| Admin fee / account holder | $7,365 | $8,227-10.5% | $12,690-42.0% | $6,918+6.5% |