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 | $114,026 | $201,272-43.3% | $184,203-38.1% | $145,922-21.9% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 13.11% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,781 | $7,022-3.4% | $6,427+5.5% | $4,660+45.5% |
| Participant deferral / active EE | $6,845 | $9,806-30.2% | $9,131-25.0% | $6,688+2.3% |
| Admin fee / account holder | $4,608 | $16,364-71.8% | $13,901-66.9% | $13,397-65.6% |