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 | $116,914 | $96,484+21.2% | $156,263-25.2% | $74,304+57.3% |
| Participation rate | 92.6% | 67.7%+24.9pp | 78.9%+13.7pp | 60.3%+32.2pp |
| Annual return | 16.41% | 17.73%-1.3pp | 59.47%-43.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,194 | $2,528-13.2% | $4,333-49.4% | $2,241-2.1% |
| Participant deferral / active EE | $6,710 | $4,286+56.5% | $6,158+9.0% | $3,767+78.1% |
| Admin fee / account holder | $4,586 | $3,728+23.0% | $14,255-67.8% | $2,969+54.5% |