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 | $121,644 | $148,978-18.3% | $200,582-39.4% | $84,808+43.4% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 22.03% | 28.16%-6.1pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $8,714 | $4,815+81.0% | $6,419+35.8% | $2,631+231.2% |
| Participant deferral / active EE | $4,225 | $7,142-40.8% | $9,331-54.7% | $4,212+0.3% |
| Admin fee / account holder | $2,969 | $13,977-78.8% | $16,305-81.8% | $7,344-59.6% |