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 5-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 | $104,658 | $148,978-29.7% | $200,582-47.8% | $84,808+23.4% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 18.81% | 28.16%-9.4pp | 42.33%-23.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,895 | $4,815-39.9% | $6,419-54.9% | $2,631+10.0% |
| Participant deferral / active EE | $6,015 | $7,142-15.8% | $9,331-35.5% | $4,212+42.8% |
| Admin fee / account holder | $1,684 | $13,977-88.0% | $16,305-89.7% | $7,344-77.1% |