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 | $116,478 | $123,793-5.9% | $177,821-34.5% | $79,858+45.9% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 13.98% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $6,987 | $4,095+70.6% | $5,918+18.1% | $2,471+182.8% |
| Participant deferral / active EE | $6,277 | $5,956+5.4% | $7,714-18.6% | $3,740+67.8% |
| Admin fee / account holder | $5,632 | $7,243-22.2% | $12,427-54.7% | $5,306+6.1% |