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 | $95,722 | $148,978-35.7% | $200,582-52.3% | $84,808+12.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 19.32% | 28.16%-8.8pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,339 | $4,815-30.7% | $6,419-48.0% | $2,631+26.9% |
| Participant deferral / active EE | $5,438 | $7,142-23.9% | $9,331-41.7% | $4,212+29.1% |
| Admin fee / account holder | $3,029 | $13,977-78.3% | $16,305-81.4% | $7,344-58.8% |