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 | $118,046 | $148,978-20.8% | $200,582-41.1% | $84,808+39.2% |
| Participation rate | 97.4% | 84.2%+13.2pp | 86.9%+10.6pp | 68.3%+29.1pp |
| Annual return | 15.76% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,819 | $4,815-62.2% | $6,419-71.7% | $2,631-30.9% |
| Participant deferral / active EE | $3,917 | $7,142-45.2% | $9,331-58.0% | $4,212-7.0% |
| Admin fee / account holder | $13,456 | $13,977-3.7% | $16,305-17.5% | $7,344+83.2% |