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 3-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 | $116,681 | $148,978-21.7% | $200,582-41.8% | $84,808+37.6% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.5pp | 68.3%+26.0pp |
| Annual return | 15.13% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,709 | $4,815-43.7% | $6,419-57.8% | $2,631+3.0% |
| Participant deferral / active EE | $6,000 | $7,142-16.0% | $9,331-35.7% | $4,212+42.5% |
| Admin fee / account holder | $17,114 | $13,977+22.4% | $16,305+5.0% | $7,344+133.0% |