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 | $105,267 | $109,413-3.8% | $156,263-32.6% | $84,808+24.1% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 14.22% | 20.18%-6.0pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,083 | $2,907-28.4% | $4,333-51.9% | $2,631-20.8% |
| Participant deferral / active EE | $6,238 | $4,590+35.9% | $6,158+1.3% | $4,212+48.1% |
| Admin fee / account holder | $8,142 | $9,357-13.0% | $14,255-42.9% | $7,344+10.9% |