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 | $100,946 | $148,978-32.2% | $200,582-49.7% | $84,808+19.0% |
| Participation rate | 84.5% | 84.2%+0.3pp | 86.9%-2.4pp | 68.3%+16.2pp |
| Annual return | 24.29% | 28.16%-3.9pp | 42.33%-18.0pp | 40.90%-16.6pp |
| Employer contribution / active EE | $4,465 | $4,815-7.3% | $6,419-30.4% | $2,631+69.7% |
| Participant deferral / active EE | $8,045 | $7,142+12.6% | $9,331-13.8% | $4,212+91.0% |
| Admin fee / account holder | $4,209 | $13,977-69.9% | $16,305-74.2% | $7,344-42.7% |