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 | $111,302 | $109,881+1.3% | $150,045-25.8% | $84,808+31.2% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 14.59% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,401 | $3,561-32.6% | $4,693-48.8% | $2,631-8.7% |
| Participant deferral / active EE | $8,296 | $6,636+25.0% | $7,997+3.7% | $4,212+97.0% |
| Admin fee / account holder | $13,507 | $8,568+57.6% | $13,435+0.5% | $7,344+83.9% |