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 4-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 | $99,419 | $138,347-28.1% | $184,203-46.0% | $80,856+23.0% |
| Participation rate | 80.5% | 83.9%-3.4pp | 86.8%-6.3pp | 67.6%+12.8pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $9,836 | $4,850+102.8% | $6,427+53.0% | $2,755+257.0% |
| Participant deferral / active EE | $6,588 | $7,071-6.8% | $9,131-27.8% | $4,296+53.4% |
| Admin fee / account holder | $10,495 | $10,483+0.1% | $13,901-24.5% | $6,918+51.7% |