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 | $114,098 | $80,717+41.4% | $154,803-26.3% | $84,808+34.5% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 18.91% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,493 | $2,761-9.7% | $4,305-42.1% | $2,631-5.2% |
| Participant deferral / active EE | $5,967 | $3,303+80.6% | $5,540+7.7% | $4,212+41.7% |
| Admin fee / account holder | $8,457 | $6,746+25.4% | $14,329-41.0% | $7,344+15.2% |