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 | $100,763 | $83,477+20.7% | $125,175-19.5% | $72,985+38.1% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 18.32% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,038 | $2,345-13.1% | $3,865-47.3% | $2,440-16.5% |
| Participant deferral / active EE | $4,798 | $3,585+33.8% | $4,937-2.8% | $3,607+33.0% |
| Admin fee / account holder | $16,260 | $5,517+194.7% | $9,702+67.6% | $5,124+217.3% |