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 | $92,528 | $148,978-37.9% | $200,582-53.9% | $84,808+9.1% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.9pp | 68.3%+27.4pp |
| Annual return | 17.75% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,687 | $4,815+18.1% | $6,419-11.4% | $2,631+116.2% |
| Participant deferral / active EE | $21,586 | $7,142+202.2% | $9,331+131.3% | $4,212+412.5% |
| Admin fee / account holder | $10,723 | $13,977-23.3% | $16,305-34.2% | $7,344+46.0% |