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 | $104,078 | $109,413-4.9% | $156,263-33.4% | $84,808+22.7% |
| Participation rate | 85.5% | 72.7%+12.8pp | 78.9%+6.6pp | 68.3%+17.2pp |
| Annual return | 15.91% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,119 | $2,907-27.1% | $4,333-51.1% | $2,631-19.5% |
| Participant deferral / active EE | $5,276 | $4,590+14.9% | $6,158-14.3% | $4,212+25.3% |
| Admin fee / account holder | $13,669 | $9,357+46.1% | $14,255-4.1% | $7,344+86.1% |