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 | $117,544 | $148,978-21.1% | $200,582-41.4% | $84,808+38.6% |
| Participation rate | 81.8% | 84.2%-2.4pp | 86.9%-5.1pp | 68.3%+13.5pp |
| Annual return | 16.45% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,562 | $4,815-26.0% | $6,419-44.5% | $2,631+35.4% |
| Participant deferral / active EE | $5,249 | $7,142-26.5% | $9,331-43.7% | $4,212+24.6% |
| Admin fee / account holder | $3,576 | $13,977-74.4% | $16,305-78.1% | $7,344-51.3% |