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 | $115,042 | $62,586+83.8% | $76,768+49.9% | $64,186+79.2% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | 8.84% | -1.95%+10.8pp | 2.43%+6.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $4,079 | $1,832+122.6% | $2,485+64.1% | $2,381+71.3% |
| Participant deferral / active EE | $3,225 | $3,145+2.6% | $3,852-16.3% | $3,470-7.0% |
| Admin fee / account holder | $2,799 | $4,667-40.0% | $6,675-58.1% | $4,888-42.7% |