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 | $103,801 | $148,978-30.3% | $200,582-48.2% | $84,808+22.4% |
| Participation rate | 74.2% | 84.2%-10.0pp | 86.9%-12.7pp | 68.3%+5.9pp |
| Annual return | 18.96% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,223 | $4,815-12.3% | $6,419-34.2% | $2,631+60.5% |
| Participant deferral / active EE | $7,817 | $7,142+9.4% | $9,331-16.2% | $4,212+85.6% |
| Admin fee / account holder | $5,179 | $13,977-62.9% | $16,305-68.2% | $7,344-29.5% |