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 | $88,374 | $148,978-40.7% | $200,582-55.9% | $84,808+4.2% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 13.86% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,081 | $4,815-15.3% | $6,419-36.4% | $2,631+55.1% |
| Participant deferral / active EE | $6,651 | $7,142-6.9% | $9,331-28.7% | $4,212+57.9% |
| Admin fee / account holder | $10,875 | $13,977-22.2% | $16,305-33.3% | $7,344+48.1% |