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 | $112,156 | $148,978-24.7% | $200,582-44.1% | $84,808+32.2% |
| Participation rate | 98.3% | 84.2%+14.1pp | 86.9%+11.4pp | 68.3%+30.0pp |
| Annual return | 18.64% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $7,999 | $4,815+66.1% | $6,419+24.6% | $2,631+204.0% |
| Participant deferral / active EE | $8,290 | $7,142+16.1% | $9,331-11.2% | $4,212+96.8% |
| Admin fee / account holder | $2,381 | $13,977-83.0% | $16,305-85.4% | $7,344-67.6% |