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 | $99,442 | $138,347-28.1% | $184,203-46.0% | $80,856+23.0% |
| Participation rate | 71.9% | 83.9%-12.0pp | 86.8%-14.9pp | 67.6%+4.2pp |
| Annual return | 12.58% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,589 | $4,850-46.6% | $6,427-59.7% | $2,755-6.0% |
| Participant deferral / active EE | $5,795 | $7,071-18.0% | $9,131-36.5% | $4,296+34.9% |
| Admin fee / account holder | $7,777 | $10,483-25.8% | $13,901-44.1% | $6,918+12.4% |