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 | $110,707 | $109,413+1.2% | $156,263-29.2% | $84,808+30.5% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 14.81% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,704 | $2,907-41.4% | $4,333-60.7% | $2,631-35.2% |
| Participant deferral / active EE | $4,848 | $4,590+5.6% | $6,158-21.3% | $4,212+15.1% |
| Admin fee / account holder | $15,900 | $9,357+69.9% | $14,255+11.5% | $7,344+116.5% |