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 | $107,048 | $109,413-2.2% | $156,263-31.5% | $84,808+26.2% |
| Participation rate | 84.2% | 72.7%+11.5pp | 78.9%+5.3pp | 68.3%+15.9pp |
| Annual return | 14.10% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $12,688 | $2,907+336.5% | $4,333+192.8% | $2,631+382.2% |
| Participant deferral / active EE | $11,456 | $4,590+149.6% | $6,158+86.0% | $4,212+172.0% |
| Admin fee / account holder | $19,728 | $9,357+110.8% | $14,255+38.4% | $7,344+168.6% |