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 | $110,259 | $101,724+8.4% | $164,813-33.1% | $80,856+36.4% |
| Participation rate | 94.7% | 71.8%+22.9pp | 78.6%+16.1pp | 67.6%+27.1pp |
| Annual return | 14.83% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,274 | $2,953-23.0% | $4,341-47.6% | $2,755-17.5% |
| Participant deferral / active EE | $4,309 | $4,477-3.8% | $6,031-28.6% | $4,296+0.3% |
| Admin fee / account holder | $14,225 | $8,227+72.9% | $12,690+12.1% | $6,918+105.6% |