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 | $117,679 | $148,978-21.0% | $200,582-41.3% | $84,808+38.8% |
| Participation rate | 97.7% | 84.2%+13.5pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 17.05% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,481 | $4,815-27.7% | $6,419-45.8% | $2,631+32.3% |
| Participant deferral / active EE | $9,946 | $7,142+39.3% | $9,331+6.6% | $4,212+136.2% |
| Admin fee / account holder | $6,237 | $13,977-55.4% | $16,305-61.7% | $7,344-15.1% |