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 | $113,144 | $148,978-24.1% | $200,582-43.6% | $84,808+33.4% |
| Participation rate | 73.8% | 84.2%-10.5pp | 86.9%-13.1pp | 68.3%+5.5pp |
| Annual return | 14.00% | 28.16%-14.2pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,111 | $4,815-56.2% | $6,419-67.1% | $2,631-19.8% |
| Participant deferral / active EE | $4,058 | $7,142-43.2% | $9,331-56.5% | $4,212-3.6% |
| Admin fee / account holder | $6,685 | $13,977-52.2% | $16,305-59.0% | $7,344-9.0% |