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 | $101,537 | $192,717-47.3% | $142,449-28.7% | $139,434-27.2% |
| Participation rate | 90.0% | 81.5%+8.5pp | 76.8%+13.2pp | 80.3%+9.7pp |
| Annual return | 11.78% | 17.99%-6.2pp | 19.99%-8.2pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,109 | $5,806-63.7% | $4,847-56.5% | $4,751-55.6% |
| Participant deferral / active EE | $5,035 | $7,208-30.1% | $6,283-19.9% | $6,710-25.0% |
| Admin fee / account holder | $34,679 | $15,124+129.3% | $10,011+246.4% | $11,403+204.1% |