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 | $102,419 | $148,978-31.3% | $200,582-48.9% | $84,808+20.8% |
| Participation rate | 91.5% | 84.2%+7.3pp | 86.9%+4.6pp | 68.3%+23.2pp |
| Annual return | 13.78% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,492 | $4,815-48.2% | $6,419-61.2% | $2,631-5.3% |
| Participant deferral / active EE | $4,511 | $7,142-36.8% | $9,331-51.7% | $4,212+7.1% |
| Admin fee / account holder | $14,323 | $13,977+2.5% | $16,305-12.2% | $7,344+95.0% |