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 | $101,620 | $76,552+32.7% | $123,892-18.0% | $62,891+61.6% |
| Participation rate | 98.2% | 73.0%+25.2pp | 81.4%+16.8pp | 69.3%+28.9pp |
| Annual return | 8.53% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,892 | $2,883+35.0% | $4,617-15.7% | $2,281+70.7% |
| Participant deferral / active EE | $8,243 | $4,840+70.3% | $5,984+37.7% | $3,203+157.4% |
| Admin fee / account holder | $1,286 | $4,826-73.4% | $8,357-84.6% | $4,296-70.1% |