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 | $95,074 | $138,347-31.3% | $184,203-48.4% | $80,856+17.6% |
| Participation rate | 84.3% | 83.9%+0.4pp | 86.8%-2.5pp | 67.6%+16.7pp |
| Annual return | 16.38% | 20.02%-3.6pp | 28.81%-12.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,518 | $4,850-68.7% | $6,427-76.4% | $2,755-44.9% |
| Participant deferral / active EE | $4,641 | $7,071-34.4% | $9,131-49.2% | $4,296+8.0% |
| Admin fee / account holder | $5,403 | $10,483-48.5% | $13,901-61.1% | $6,918-21.9% |