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 | $94,006 | $148,978-36.9% | $200,582-53.1% | $84,808+10.8% |
| Participation rate | 81.9% | 84.2%-2.3pp | 86.9%-5.0pp | 68.3%+13.6pp |
| Annual return | 21.36% | 28.16%-6.8pp | 42.33%-21.0pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,674 | $4,815-65.2% | $6,419-73.9% | $2,631-36.4% |
| Participant deferral / active EE | $10,165 | $7,142+42.3% | $9,331+8.9% | $4,212+141.4% |
| Admin fee / account holder | $3,975 | $13,977-71.6% | $16,305-75.6% | $7,344-45.9% |