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 6-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 | $94,381 | $148,978-36.6% | $200,582-52.9% | $84,808+11.3% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 17.24% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,094 | $4,815-35.7% | $6,419-51.8% | $2,631+17.6% |
| Participant deferral / active EE | $7,702 | $7,142+7.8% | $9,331-17.5% | $4,212+82.9% |
| Admin fee / account holder | $17,115 | $13,977+22.4% | $16,305+5.0% | $7,344+133.1% |