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 | $108,812 | $148,978-27.0% | $200,582-45.8% | $84,808+28.3% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 17.58% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,312 | $4,815-52.0% | $6,419-64.0% | $2,631-12.1% |
| Participant deferral / active EE | $3,217 | $7,142-55.0% | $9,331-65.5% | $4,212-23.6% |
| Admin fee / account holder | $6,078 | $13,977-56.5% | $16,305-62.7% | $7,344-17.2% |