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 | $105,052 | $127,065-17.3% | $113,168-7.2% | $142,382-26.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 14.04% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6,441 | $3,442+87.1% | $2,975+116.5% | $4,299+49.8% |
| Participant deferral / active EE | $5,583 | $5,716-2.3% | $5,107+9.3% | $6,507-14.2% |
| Admin fee / account holder | $23,816 | $15,736+51.3% | $12,068+97.4% | $12,624+88.7% |