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 | $102,044 | $109,881-7.1% | $150,045-32.0% | $84,808+20.3% |
| Participation rate | 80.7% | 76.1%+4.6pp | 82.3%-1.6pp | 68.3%+12.4pp |
| Annual return | 18.49% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,870 | $3,561-47.5% | $4,693-60.1% | $2,631-28.9% |
| Participant deferral / active EE | $4,443 | $6,636-33.0% | $7,997-44.4% | $4,212+5.5% |
| Admin fee / account holder | $7,033 | $8,568-17.9% | $13,435-47.6% | $7,344-4.2% |