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 | $87,715 | $148,978-41.1% | $200,582-56.3% | $84,808+3.4% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 18.89% | 28.16%-9.3pp | 42.33%-23.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,508 | $4,815+35.2% | $6,419+1.4% | $2,631+147.4% |
| Participant deferral / active EE | $13,176 | $7,142+84.5% | $9,331+41.2% | $4,212+212.9% |
| Admin fee / account holder | $5,755 | $13,977-58.8% | $16,305-64.7% | $7,344-21.6% |