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 | $123,562 | $148,978-17.1% | $200,582-38.4% | $84,808+45.7% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 21.18% | 28.16%-7.0pp | 42.33%-21.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $7,748 | $4,815+60.9% | $6,419+20.7% | $2,631+194.5% |
| Participant deferral / active EE | $9,326 | $7,142+30.6% | $9,331-0.1% | $4,212+121.4% |
| Admin fee / account holder | $3,335 | $13,977-76.1% | $16,305-79.5% | $7,344-54.6% |