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 | $104,115 | $138,347-24.7% | $184,203-43.5% | $80,856+28.8% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 12.48% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,278 | $4,850-11.8% | $6,427-33.4% | $2,755+55.3% |
| Participant deferral / active EE | $6,824 | $7,071-3.5% | $9,131-25.3% | $4,296+58.9% |
| Admin fee / account holder | $9,171 | $10,483-12.5% | $13,901-34.0% | $6,918+32.6% |