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 | $107,789 | $78,926+36.6% | $136,749-21.2% | $84,808+27.1% |
| Participation rate | 82.1% | 62.2%+20.0pp | 72.1%+10.0pp | 68.3%+13.8pp |
| Annual return | 14.55% | 18.17%-3.6pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,796 | $2,134+171.6% | $3,400+70.5% | $2,631+120.3% |
| Participant deferral / active EE | $2,949 | $3,168-6.9% | $4,692-37.2% | $4,212-30.0% |
| Admin fee / account holder | $2,374 | $6,369-62.7% | $11,386-79.2% | $7,344-67.7% |