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 | $106,270 | $76,367+39.2% | $93,606+13.5% | $72,985+45.6% |
| Participation rate | 74.7% | 71.7%+3.0pp | 75.8%-1.1pp | 69.5%+5.3pp |
| Annual return | 26.59% | 25.82%+0.8pp | 32.76%-6.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,504 | $2,275+10.0% | $2,718-7.9% | $2,440+2.6% |
| Participant deferral / active EE | $5,004 | $3,538+41.4% | $4,069+23.0% | $3,607+38.7% |
| Admin fee / account holder | $2,227 | $6,838-67.4% | $7,888-71.8% | $5,124-56.5% |