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 8-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 | $101,937 | $148,978-31.6% | $200,582-49.2% | $84,808+20.2% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 15.71% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,962 | $4,815-17.7% | $6,419-38.3% | $2,631+50.6% |
| Participant deferral / active EE | $9,655 | $7,142+35.2% | $9,331+3.5% | $4,212+129.2% |
| Admin fee / account holder | $34,307 | $13,977+145.4% | $16,305+110.4% | $7,344+367.2% |