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 | $96,794 | $123,793-21.8% | $177,821-45.6% | $79,858+21.2% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 15.80% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,451 | $4,095-64.6% | $5,918-75.5% | $2,471-41.3% |
| Participant deferral / active EE | $3,979 | $5,956-33.2% | $7,714-48.4% | $3,740+6.4% |
| Admin fee / account holder | $4,280 | $7,243-40.9% | $12,427-65.6% | $5,306-19.3% |