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 | $100,956 | $109,413-7.7% | $156,263-35.4% | $84,808+19.0% |
| Participation rate | 85.0% | 72.7%+12.3pp | 78.9%+6.1pp | 68.3%+16.7pp |
| Annual return | 13.40% | 20.18%-6.8pp | 59.47%-46.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,897 | $2,907+34.1% | $4,333-10.1% | $2,631+48.1% |
| Participant deferral / active EE | $5,669 | $4,590+23.5% | $6,158-7.9% | $4,212+34.6% |
| Admin fee / account holder | $2,517 | $9,357-73.1% | $14,255-82.3% | $7,344-65.7% |