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 | $97,057 | $148,978-34.9% | $200,582-51.6% | $84,808+14.4% |
| Participation rate | 89.8% | 84.2%+5.6pp | 86.9%+2.9pp | 68.3%+21.5pp |
| Annual return | 19.23% | 28.16%-8.9pp | 42.33%-23.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,521 | $4,815-6.1% | $6,419-29.6% | $2,631+71.8% |
| Participant deferral / active EE | $8,479 | $7,142+18.7% | $9,331-9.1% | $4,212+101.3% |
| Admin fee / account holder | $14,064 | $13,977+0.6% | $16,305-13.7% | $7,344+91.5% |