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 | $115,657 | $148,978-22.4% | $200,582-42.3% | $84,808+36.4% |
| Participation rate | 95.8% | 84.2%+11.6pp | 86.9%+8.9pp | 68.3%+27.5pp |
| Annual return | 18.64% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,006 | $4,815+4.0% | $6,419-22.0% | $2,631+90.3% |
| Participant deferral / active EE | $13,798 | $7,142+93.2% | $9,331+47.9% | $4,212+227.6% |
| Admin fee / account holder | $5,484 | $13,977-60.8% | $16,305-66.4% | $7,344-25.3% |