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 | $107,856 | $86,929+24.1% | $102,423+5.3% | $80,856+33.4% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 14.15% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,713 | $2,369+14.5% | $3,023-10.3% | $2,755-1.5% |
| Participant deferral / active EE | $4,038 | $4,118-1.9% | $5,053-20.1% | $4,296-6.0% |
| Admin fee / account holder | $9,543 | $8,049+18.6% | $9,451+1.0% | $6,918+37.9% |