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 | $107,239 | $80,717+32.9% | $154,803-30.7% | $84,808+26.5% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 14.61% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,653 | $2,761-3.9% | $4,305-38.4% | $2,631+0.9% |
| Participant deferral / active EE | $4,256 | $3,303+28.8% | $5,540-23.2% | $4,212+1.0% |
| Admin fee / account holder | $5,762 | $6,746-14.6% | $14,329-59.8% | $7,344-21.5% |