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 | $115,126 | $148,978-22.7% | $200,582-42.6% | $84,808+35.7% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 18.52% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,907 | $4,815-18.9% | $6,419-39.1% | $2,631+48.5% |
| Participant deferral / active EE | $7,942 | $7,142+11.2% | $9,331-14.9% | $4,212+88.6% |
| Admin fee / account holder | $2,154 | $13,977-84.6% | $16,305-86.8% | $7,344-70.7% |