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 | $95,193 | $123,793-23.1% | $177,821-46.5% | $79,858+19.2% |
| Participation rate | 92.4% | 84.7%+7.8pp | 87.7%+4.7pp | 69.6%+22.8pp |
| Annual return | 15.76% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,166 | $4,095-47.1% | $5,918-63.4% | $2,471-12.3% |
| Participant deferral / active EE | $5,625 | $5,956-5.6% | $7,714-27.1% | $3,740+50.4% |
| Admin fee / account holder | $7,721 | $7,243+6.6% | $12,427-37.9% | $5,306+45.5% |