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 | $108,536 | $80,717+34.5% | $154,803-29.9% | $84,808+28.0% |
| Participation rate | 80.4% | 66.8%+13.6pp | 78.1%+2.4pp | 68.3%+12.1pp |
| Annual return | 17.96% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,004 | $2,761+8.8% | $4,305-30.2% | $2,631+14.2% |
| Participant deferral / active EE | $5,578 | $3,303+68.9% | $5,540+0.7% | $4,212+32.4% |
| Admin fee / account holder | $1,099 | $6,746-83.7% | $14,329-92.3% | $7,344-85.0% |