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 | $100,151 | $148,978-32.8% | $200,582-50.1% | $84,808+18.1% |
| Participation rate | 93.5% | 84.2%+9.3pp | 86.9%+6.7pp | 68.3%+25.2pp |
| Annual return | 21.43% | 28.16%-6.7pp | 42.33%-20.9pp | 40.90%-19.5pp |
| Employer contribution / active EE | $6,509 | $4,815+35.2% | $6,419+1.4% | $2,631+147.4% |
| Participant deferral / active EE | $5,114 | $7,142-28.4% | $9,331-45.2% | $4,212+21.4% |
| Admin fee / account holder | $6,247 | $13,977-55.3% | $16,305-61.7% | $7,344-14.9% |