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 | $113,681 | $96,484+17.8% | $156,263-27.2% | $74,304+53.0% |
| Participation rate | 96.2% | 67.7%+28.5pp | 78.9%+17.2pp | 60.3%+35.8pp |
| Annual return | 16.15% | 17.73%-1.6pp | 59.47%-43.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,738 | $2,528-31.3% | $4,333-59.9% | $2,241-22.5% |
| Participant deferral / active EE | $4,820 | $4,286+12.5% | $6,158-21.7% | $3,767+27.9% |
| Admin fee / account holder | $7,391 | $3,728+98.3% | $14,255-48.1% | $2,969+149.0% |