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 | $116,191 | $215,361-46.0% | $171,082-32.1% | $273,961-57.6% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 7.41% | 25.14%-17.7pp | 32.56%-25.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,820 | $4,967+57.4% | $4,002+95.4% | $4,869+60.6% |
| Participant deferral / active EE | $2,048 | $5,543-63.1% | $4,797-57.3% | $5,287-61.3% |
| Admin fee / account holder | $1,962 | $10,846-81.9% | $8,520-77.0% | $10,132-80.6% |