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 | $117,179 | $81,460+43.8% | $103,333+13.4% | $80,856+44.9% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 11.56% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,202 | $3,105-29.1% | $3,868-43.1% | $2,755-20.1% |
| Participant deferral / active EE | $5,618 | $3,869+45.2% | $5,057+11.1% | $4,296+30.8% |
| Admin fee / account holder | $24,391 | $6,566+271.4% | $8,355+191.9% | $6,918+252.6% |