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 | $94,116 | $69,977+34.5% | $108,579-13.3% | $62,891+49.6% |
| Participation rate | 96.6% | 72.9%+23.7pp | 79.6%+17.0pp | 69.3%+27.3pp |
| Annual return | 7.07% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,556 | $2,135+19.7% | $3,758-32.0% | $2,281+12.1% |
| Participant deferral / active EE | $3,609 | $3,165+14.0% | $4,311-16.3% | $3,203+12.7% |
| Admin fee / account holder | $4,330 | $5,076-14.7% | $7,645-43.4% | $4,296+0.8% |