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 | $105,616 | $130,194-18.9% | $169,993-37.9% | $71,457+47.8% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 23.12% | 20.37%+2.8pp | 53.37%-30.2pp | 28.85%-5.7pp |
| Employer contribution / active EE | $6,893 | $4,381+57.3% | $6,785+1.6% | $2,588+166.4% |
| Participant deferral / active EE | $8,893 | $6,923+28.5% | $10,408-14.5% | $4,289+107.4% |
| Admin fee / account holder | $4,561 | $966+372.4% | $12,815-64.4% | $1,587+187.4% |