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 | $104,371 | $123,793-15.7% | $177,821-41.3% | $79,858+30.7% |
| Participation rate | 86.6% | 84.7%+1.9pp | 87.7%-1.2pp | 69.6%+16.9pp |
| Annual return | 11.48% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,134 | $4,095-47.9% | $5,918-63.9% | $2,471-13.6% |
| Participant deferral / active EE | $3,766 | $5,956-36.8% | $7,714-51.2% | $3,740+0.7% |
| Admin fee / account holder | $2,846 | $7,243-60.7% | $12,427-77.1% | $5,306-46.4% |