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 | $104,301 | $109,881-5.1% | $150,045-30.5% | $84,808+23.0% |
| Participation rate | 78.4% | 76.1%+2.3pp | 82.3%-3.9pp | 68.3%+10.1pp |
| Annual return | 20.20% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,963 | $3,561+39.4% | $4,693+5.8% | $2,631+88.6% |
| Participant deferral / active EE | $11,247 | $6,636+69.5% | $7,997+40.6% | $4,212+167.1% |
| Admin fee / account holder | $2,027 | $8,568-76.3% | $13,435-84.9% | $7,344-72.4% |