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 | $110,638 | $109,881+0.7% | $150,045-26.3% | $84,808+30.5% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 14.30% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,063 | $3,561-70.1% | $4,693-77.3% | $2,631-59.6% |
| Participant deferral / active EE | $4,060 | $6,636-38.8% | $7,997-49.2% | $4,212-3.6% |
| Admin fee / account holder | $7,233 | $8,568-15.6% | $13,435-46.2% | $7,344-1.5% |