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 | $109,061 | $109,881-0.7% | $150,045-27.3% | $84,808+28.6% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,842 | $3,561+7.9% | $4,693-18.1% | $2,631+46.0% |
| Participant deferral / active EE | $7,474 | $6,636+12.6% | $7,997-6.5% | $4,212+77.5% |
| Admin fee / account holder | $2,319 | $8,568-72.9% | $13,435-82.7% | $7,344-68.4% |