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 | $109,262 | $109,881-0.6% | $150,045-27.2% | $84,808+28.8% |
| Participation rate | 86.4% | 76.1%+10.4pp | 82.3%+4.1pp | 68.3%+18.1pp |
| Annual return | 17.01% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,259 | $3,561+75.8% | $4,693+33.4% | $2,631+137.9% |
| Participant deferral / active EE | $12,551 | $6,636+89.1% | $7,997+56.9% | $4,212+198.0% |
| Admin fee / account holder | $35,572 | $8,568+315.2% | $13,435+164.8% | $7,344+384.4% |