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 9-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 | $102,147 | $109,413-6.6% | $156,263-34.6% | $84,808+20.4% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 15.64% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,216 | $2,907-23.8% | $4,333-48.9% | $2,631-15.8% |
| Participant deferral / active EE | $3,806 | $4,590-17.1% | $6,158-38.2% | $4,212-9.6% |
| Admin fee / account holder | $3,464 | $9,357-63.0% | $14,255-75.7% | $7,344-52.8% |