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 | $108,636 | $148,978-27.1% | $200,582-45.8% | $84,808+28.1% |
| Participation rate | 78.8% | 84.2%-5.4pp | 86.9%-8.1pp | 68.3%+10.5pp |
| Annual return | 14.45% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,961 | $4,815-59.3% | $6,419-69.5% | $2,631-25.5% |
| Participant deferral / active EE | $5,158 | $7,142-27.8% | $9,331-44.7% | $4,212+22.5% |
| Admin fee / account holder | $29,650 | $13,977+112.1% | $16,305+81.8% | $7,344+303.7% |