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 | $107,461 | $148,978-27.9% | $200,582-46.4% | $84,808+26.7% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.3pp | 68.3%+14.2pp |
| Annual return | 17.40% | 28.16%-10.8pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,133 | $4,815-55.7% | $6,419-66.8% | $2,631-18.9% |
| Participant deferral / active EE | $5,732 | $7,142-19.7% | $9,331-38.6% | $4,212+36.1% |
| Admin fee / account holder | $1,892 | $13,977-86.5% | $16,305-88.4% | $7,344-74.2% |