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 | $101,763 | $148,978-31.7% | $200,582-49.3% | $84,808+20.0% |
| Participation rate | 97.9% | 84.2%+13.6pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 13.81% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,257 | $4,815+30.0% | $6,419-2.5% | $2,631+137.8% |
| Participant deferral / active EE | $11,743 | $7,142+64.4% | $9,331+25.9% | $4,212+178.8% |
| Admin fee / account holder | $13,656 | $13,977-2.3% | $16,305-16.2% | $7,344+85.9% |