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 | $118,577 | $132,239-10.3% | $105,722+12.2% | $273,961-56.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.13% | 10.07%-3.9pp | 12.25%-6.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,526 | $4,867-48.1% | $4,079-38.1% | $4,869-48.1% |
| Participant deferral / active EE | $9,888 | $6,233+58.6% | $5,326+85.7% | $5,287+87.0% |
| Admin fee / account holder | $1,114 | $12,032-90.7% | $8,308-86.6% | $10,132-89.0% |