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 | $99,320 | $138,347-28.2% | $184,203-46.1% | $80,856+22.8% |
| Participation rate | 70.1% | 83.9%-13.7pp | 86.8%-16.7pp | 67.6%+2.5pp |
| Annual return | 11.80% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,787 | $4,850-63.2% | $6,427-72.2% | $2,755-35.1% |
| Participant deferral / active EE | $3,381 | $7,071-52.2% | $9,131-63.0% | $4,296-21.3% |
| Admin fee / account holder | $24,295 | $10,483+131.7% | $13,901+74.8% | $6,918+251.2% |