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 | $107,328 | $109,881-2.3% | $150,045-28.5% | $84,808+26.6% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 15.34% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,918 | $3,561-18.0% | $4,693-37.8% | $2,631+10.9% |
| Participant deferral / active EE | $5,657 | $6,636-14.8% | $7,997-29.3% | $4,212+34.3% |
| Admin fee / account holder | $2,004 | $8,568-76.6% | $13,435-85.1% | $7,344-72.7% |