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 | $88,917 | $101,724-12.6% | $164,813-46.0% | $80,856+10.0% |
| Participation rate | 95.5% | 71.8%+23.7pp | 78.6%+16.9pp | 67.6%+27.9pp |
| Annual return | 11.91% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,012 | $2,953+35.8% | $4,341-7.6% | $2,755+45.6% |
| Participant deferral / active EE | $6,974 | $4,477+55.8% | $6,031+15.6% | $4,296+62.4% |
| Admin fee / account holder | $10,492 | $8,227+27.5% | $12,690-17.3% | $6,918+51.7% |