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 8-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 | $118,184 | $148,978-20.7% | $200,582-41.1% | $84,808+39.4% |
| Participation rate | 78.9% | 84.2%-5.3pp | 86.9%-7.9pp | 68.3%+10.6pp |
| Annual return | 14.77% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,868 | $4,815-40.4% | $6,419-55.3% | $2,631+9.0% |
| Participant deferral / active EE | $6,752 | $7,142-5.5% | $9,331-27.6% | $4,212+60.3% |
| Admin fee / account holder | $5,380 | $13,977-61.5% | $16,305-67.0% | $7,344-26.7% |