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 | $110,177 | $123,793-11.0% | $177,821-38.0% | $79,858+38.0% |
| Participation rate | 89.2% | 84.7%+4.5pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 23.35% | 22.82%+0.5pp | 48.32%-25.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,591 | $4,095-61.1% | $5,918-73.1% | $2,471-35.6% |
| Participant deferral / active EE | $4,366 | $5,956-26.7% | $7,714-43.4% | $3,740+16.7% |
| Admin fee / account holder | $6,285 | $7,243-13.2% | $12,427-49.4% | $5,306+18.4% |