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 | $113,061 | $123,793-8.7% | $177,821-36.4% | $79,858+41.6% |
| Participation rate | 91.9% | 84.7%+7.3pp | 87.7%+4.2pp | 69.6%+22.3pp |
| Annual return | 17.78% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,996 | $4,095+70.8% | $5,918+18.2% | $2,471+183.1% |
| Participant deferral / active EE | $12,583 | $5,956+111.3% | $7,714+63.1% | $3,740+236.4% |
| Admin fee / account holder | $13,080 | $7,243+80.6% | $12,427+5.3% | $5,306+146.5% |