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 | $112,161 | $109,881+2.1% | $150,045-25.2% | $84,808+32.3% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 17.25% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,609 | $3,561+29.4% | $4,693-1.8% | $2,631+75.2% |
| Participant deferral / active EE | $9,705 | $6,636+46.2% | $7,997+21.4% | $4,212+130.4% |
| Admin fee / account holder | $3,924 | $8,568-54.2% | $13,435-70.8% | $7,344-46.6% |