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 | $101,201 | $148,978-32.1% | $200,582-49.5% | $84,808+19.3% |
| Participation rate | 82.9% | 84.2%-1.4pp | 86.9%-4.0pp | 68.3%+14.5pp |
| Annual return | 27.42% | 28.16%-0.7pp | 42.33%-14.9pp | 40.90%-13.5pp |
| Employer contribution / active EE | $2,401 | $4,815-50.1% | $6,419-62.6% | $2,631-8.8% |
| Participant deferral / active EE | $10,775 | $7,142+50.9% | $9,331+15.5% | $4,212+155.8% |
| Admin fee / account holder | $26,850 | $13,977+92.1% | $16,305+64.7% | $7,344+265.6% |