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 | $106,952 | $109,881-2.7% | $150,045-28.7% | $84,808+26.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,725 | $3,561+4.6% | $4,693-20.6% | $2,631+41.6% |
| Participant deferral / active EE | $8,706 | $6,636+31.2% | $7,997+8.9% | $4,212+106.7% |
| Admin fee / account holder | $6,326 | $8,568-26.2% | $13,435-52.9% | $7,344-13.9% |