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 | $109,073 | $80,717+35.1% | $154,803-29.5% | $84,808+28.6% |
| Participation rate | 77.5% | 66.8%+10.7pp | 78.1%-0.6pp | 68.3%+9.2pp |
| Annual return | 15.56% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,881 | $2,761+40.5% | $4,305-9.9% | $2,631+47.5% |
| Participant deferral / active EE | $3,541 | $3,303+7.2% | $5,540-36.1% | $4,212-15.9% |
| Admin fee / account holder | $1,153 | $6,746-82.9% | $14,329-92.0% | $7,344-84.3% |