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 | $104,206 | $72,492+43.7% | $87,100+19.6% | $72,985+42.8% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 17.07% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,221 | $1,894+70.1% | $2,521+27.7% | $2,440+32.0% |
| Participant deferral / active EE | $4,531 | $3,270+38.6% | $4,049+11.9% | $3,607+25.6% |
| Admin fee / account holder | $897 | $5,055-82.3% | $7,497-88.0% | $5,124-82.5% |