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 | $117,923 | $148,978-20.8% | $200,582-41.2% | $84,808+39.0% |
| Participation rate | 80.7% | 84.2%-3.5pp | 86.9%-6.2pp | 68.3%+12.4pp |
| Annual return | 13.40% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,584 | $4,815-67.1% | $6,419-75.3% | $2,631-39.8% |
| Participant deferral / active EE | $4,916 | $7,142-31.2% | $9,331-47.3% | $4,212+16.7% |
| Admin fee / account holder | $36,111 | $13,977+158.4% | $16,305+121.5% | $7,344+391.7% |