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 | $108,343 | $148,978-27.3% | $200,582-46.0% | $84,808+27.8% |
| Participation rate | 73.7% | 84.2%-10.5pp | 86.9%-13.2pp | 68.3%+5.4pp |
| Annual return | 16.13% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,217 | $4,815-54.0% | $6,419-65.5% | $2,631-15.7% |
| Participant deferral / active EE | $5,236 | $7,142-26.7% | $9,331-43.9% | $4,212+24.3% |
| Admin fee / account holder | $2,405 | $13,977-82.8% | $16,305-85.2% | $7,344-67.2% |