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 | $103,709 | $109,413-5.2% | $156,263-33.6% | $84,808+22.3% |
| Participation rate | 84.2% | 72.7%+11.5pp | 78.9%+5.3pp | 68.3%+15.9pp |
| Annual return | 17.16% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,333 | $2,907+49.1% | $4,3330% | $2,631+64.7% |
| Participant deferral / active EE | $10,156 | $4,590+121.3% | $6,158+64.9% | $4,212+141.2% |
| Admin fee / account holder | $7,643 | $9,357-18.3% | $14,255-46.4% | $7,344+4.1% |