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 | $107,104 | $123,793-13.5% | $177,821-39.8% | $79,858+34.1% |
| Participation rate | 86.1% | 84.7%+1.5pp | 87.7%-1.6pp | 69.6%+16.5pp |
| Annual return | 18.22% | 22.82%-4.6pp | 48.32%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,949 | $4,095-28.0% | $5,918-50.2% | $2,471+19.4% |
| Participant deferral / active EE | $10,889 | $5,956+82.8% | $7,714+41.2% | $3,740+191.2% |
| Admin fee / account holder | $5,431 | $7,243-25.0% | $12,427-56.3% | $5,306+2.4% |