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 | $105,906 | $76,552+38.3% | $123,892-14.5% | $62,891+68.4% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 9.15% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,395 | $2,883+17.8% | $4,617-26.5% | $2,281+48.9% |
| Participant deferral / active EE | $7,727 | $4,840+59.7% | $5,984+29.1% | $3,203+141.2% |
| Admin fee / account holder | $988 | $4,826-79.5% | $8,357-88.2% | $4,296-77.0% |