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 | $101,260 | $148,978-32.0% | $200,582-49.5% | $84,808+19.4% |
| Participation rate | 74.5% | 84.2%-9.7pp | 86.9%-12.3pp | 68.3%+6.2pp |
| Annual return | 14.07% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,788 | $4,815-62.9% | $6,419-72.1% | $2,631-32.0% |
| Participant deferral / active EE | $3,647 | $7,142-48.9% | $9,331-60.9% | $4,212-13.4% |
| Admin fee / account holder | $2,799 | $13,977-80.0% | $16,305-82.8% | $7,344-61.9% |