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 | $104,917 | $109,881-4.5% | $150,045-30.1% | $84,808+23.7% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 20.89% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,065 | $3,561-42.0% | $4,693-56.0% | $2,631-21.5% |
| Participant deferral / active EE | $5,083 | $6,636-23.4% | $7,997-36.4% | $4,212+20.7% |
| Admin fee / account holder | $38,224 | $8,568+346.1% | $13,435+184.5% | $7,344+420.5% |