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 | $101,926 | $109,413-6.8% | $156,263-34.8% | $84,808+20.2% |
| Participation rate | 73.9% | 72.7%+1.2pp | 78.9%-5.0pp | 68.3%+5.6pp |
| Annual return | 18.19% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,470 | $2,907+19.4% | $4,333-19.9% | $2,631+31.9% |
| Participant deferral / active EE | $6,525 | $4,590+42.2% | $6,158+6.0% | $4,212+54.9% |
| Admin fee / account holder | $2,566 | $9,357-72.6% | $14,255-82.0% | $7,344-65.1% |