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 | $110,509 | $138,347-20.1% | $184,203-40.0% | $80,856+36.7% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.6%+29.4pp |
| Annual return | 13.67% | 20.02%-6.4pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,246 | $4,850-53.7% | $6,427-65.0% | $2,755-18.5% |
| Participant deferral / active EE | $9,532 | $7,071+34.8% | $9,131+4.4% | $4,296+121.9% |
| Admin fee / account holder | $19,326 | $10,483+84.3% | $13,901+39.0% | $6,918+179.4% |