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 | $101,676 | $148,978-31.8% | $200,582-49.3% | $84,808+19.9% |
| Participation rate | 76.3% | 84.2%-7.9pp | 86.9%-10.6pp | 68.3%+8.0pp |
| Annual return | 18.29% | 28.16%-9.9pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,522 | $4,815-47.6% | $6,419-60.7% | $2,631-4.1% |
| Participant deferral / active EE | $5,469 | $7,142-23.4% | $9,331-41.4% | $4,212+29.9% |
| Admin fee / account holder | $17,011 | $13,977+21.7% | $16,305+4.3% | $7,344+131.6% |