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 | $94,029 | $148,978-36.9% | $200,582-53.1% | $84,808+10.9% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 15.00% | 28.16%-13.2pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,254 | $4,815-53.2% | $6,419-64.9% | $2,631-14.3% |
| Participant deferral / active EE | $6,703 | $7,142-6.1% | $9,331-28.2% | $4,212+59.2% |
| Admin fee / account holder | $23,490 | $13,977+68.1% | $16,305+44.1% | $7,344+219.9% |