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 | $103,751 | $63,355+63.8% | $91,989+12.8% | $72,985+42.2% |
| Participation rate | 88.0% | 72.5%+15.5pp | 78.6%+9.4pp | 69.5%+18.5pp |
| Annual return | 23.70% | 35.35%-11.6pp | 69.02%-45.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $8,177 | $2,116+286.5% | $3,452+136.9% | $2,440+235.1% |
| Participant deferral / active EE | $3,794 | $4,883-22.3% | $5,923-35.9% | $3,607+5.2% |
| Admin fee / account holder | $1,689 | $4,668-63.8% | $7,743-78.2% | $5,124-67.0% |