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 3-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 | $99,752 | $148,978-33.0% | $200,582-50.3% | $84,808+17.6% |
| Participation rate | 92.1% | 84.2%+7.9pp | 86.9%+5.2pp | 68.3%+23.8pp |
| Annual return | 21.09% | 28.16%-7.1pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $4,171 | $4,815-13.4% | $6,419-35.0% | $2,631+58.5% |
| Participant deferral / active EE | $3,721 | $7,142-47.9% | $9,331-60.1% | $4,212-11.6% |
| Admin fee / account holder | $2,925 | $13,977-79.1% | $16,305-82.1% | $7,344-60.2% |