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 | $115,953 | $95,193+21.8% | $76,523+51.5% | $135,375-14.3% |
| Participation rate | 90.5% | 74.4%+16.1pp | 68.0%+22.5pp | 82.6%+7.8pp |
| Annual return | 2.16% | 4.85%-2.7pp | -0.27%+2.4pp | 519.73%-517.6pp |
| Employer contribution / active EE | $3,233 | $3,302-2.1% | $2,647+22.1% | $4,779-32.3% |
| Participant deferral / active EE | $9,167 | $4,639+97.6% | $3,835+139.0% | $5,609+63.4% |
| Admin fee / account holder | $51,802 | $6,249+729.0% | $4,848+968.5% | $10,827+378.4% |