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 | $96,250 | $148,978-35.4% | $200,582-52.0% | $84,808+13.5% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 19.37% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,766 | $4,815-42.6% | $6,419-56.9% | $2,631+5.1% |
| Participant deferral / active EE | $4,784 | $7,142-33.0% | $9,331-48.7% | $4,212+13.6% |
| Admin fee / account holder | $1,074 | $13,977-92.3% | $16,305-93.4% | $7,344-85.4% |