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 | $101,321 | $109,413-7.4% | $156,263-35.2% | $84,808+19.5% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+20.0pp | 68.3%+30.6pp |
| Annual return | 17.24% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,094 | $2,907-28.0% | $4,333-51.7% | $2,631-20.4% |
| Participant deferral / active EE | $5,146 | $4,590+12.1% | $6,158-16.4% | $4,212+22.2% |
| Admin fee / account holder | $8,367 | $9,357-10.6% | $14,255-41.3% | $7,344+13.9% |