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 | $112,967 | $109,881+2.8% | $150,045-24.7% | $84,808+33.2% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 18.15% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,060 | $3,561-14.1% | $4,693-34.8% | $2,631+16.3% |
| Participant deferral / active EE | $6,794 | $6,636+2.4% | $7,997-15.0% | $4,212+61.3% |
| Admin fee / account holder | $2,411 | $8,568-71.9% | $13,435-82.1% | $7,344-67.2% |