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 | $100,073 | $148,978-32.8% | $200,582-50.1% | $84,808+18.0% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 13.97% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,631 | $4,815+37.7% | $6,419+3.3% | $2,631+152.0% |
| Participant deferral / active EE | $12,641 | $7,142+77.0% | $9,331+35.5% | $4,212+200.2% |
| Admin fee / account holder | $10,660 | $13,977-23.7% | $16,305-34.6% | $7,344+45.2% |