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 | $106,696 | $148,978-28.4% | $200,582-46.8% | $84,808+25.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 14.32% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,668 | $4,815-44.6% | $6,419-58.4% | $2,631+1.4% |
| Participant deferral / active EE | $5,676 | $7,142-20.5% | $9,331-39.2% | $4,212+34.8% |
| Admin fee / account holder | $6,030 | $13,977-56.9% | $16,305-63.0% | $7,344-17.9% |