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 | $105,369 | $181,894-42.1% | $156,549-32.7% | $273,961-61.5% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 7.57% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $7,839 | $6,248+25.5% | $5,501+42.5% | $4,869+61.0% |
| Participant deferral / active EE | $4,602 | $5,550-17.1% | $4,871-5.5% | $5,287-13.0% |
| Admin fee / account holder | $4,776 | $15,559-69.3% | $13,027-63.3% | $10,132-52.9% |