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 | $114,815 | $148,978-22.9% | $200,582-42.8% | $84,808+35.4% |
| Participation rate | 93.9% | 84.2%+9.7pp | 86.9%+7.1pp | 68.3%+25.6pp |
| Annual return | 14.08% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,179 | $4,815-13.2% | $6,419-34.9% | $2,631+58.9% |
| Participant deferral / active EE | $5,453 | $7,142-23.7% | $9,331-41.6% | $4,212+29.5% |
| Admin fee / account holder | $4,450 | $13,977-68.2% | $16,305-72.7% | $7,344-39.4% |