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 | $111,243 | $80,717+37.8% | $154,803-28.1% | $84,808+31.2% |
| Participation rate | 93.2% | 66.8%+26.4pp | 78.1%+15.2pp | 68.3%+24.9pp |
| Annual return | 17.99% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,139 | $2,761-22.5% | $4,305-50.3% | $2,631-18.7% |
| Participant deferral / active EE | $4,942 | $3,303+49.6% | $5,540-10.8% | $4,212+17.3% |
| Admin fee / account holder | $4,448 | $6,746-34.1% | $14,329-69.0% | $7,344-39.4% |