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 | $101,460 | $148,978-31.9% | $200,582-49.4% | $84,808+19.6% |
| Participation rate | 77.8% | 84.2%-6.5pp | 86.9%-9.1pp | 68.3%+9.5pp |
| Annual return | 16.19% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $8,507 | $4,815+76.7% | $6,419+32.5% | $2,631+223.4% |
| Participant deferral / active EE | $16,215 | $7,142+127.0% | $9,331+73.8% | $4,212+285.0% |
| Admin fee / account holder | $667 | $13,977-95.2% | $16,305-95.9% | $7,344-90.9% |