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 | $107,780 | $72,492+48.7% | $87,100+23.7% | $72,985+47.7% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.2pp |
| Annual return | 24.51% | 24.46%+0.1pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,580 | $1,894+36.2% | $2,521+2.3% | $2,440+5.7% |
| Participant deferral / active EE | $5,554 | $3,270+69.9% | $4,049+37.2% | $3,607+54.0% |
| Admin fee / account holder | $3,587 | $5,055-29.0% | $7,497-52.2% | $5,124-30.0% |