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 | $99,813 | $148,978-33.0% | $200,582-50.2% | $84,808+17.7% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 13.37% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,987 | $4,815+3.6% | $6,419-22.3% | $2,631+89.5% |
| Participant deferral / active EE | $11,294 | $7,142+58.1% | $9,331+21.0% | $4,212+168.2% |
| Admin fee / account holder | $32,409 | $13,977+131.9% | $16,305+98.8% | $7,344+341.3% |