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 | $107,861 | $74,927+44.0% | $101,794+6.0% | $84,808+27.2% |
| Participation rate | 75.6% | 61.4%+14.2pp | 69.2%+6.4pp | 68.3%+7.2pp |
| Annual return | 20.68% | 18.70%+2.0pp | 30.53%-9.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $549 | $1,522-63.9% | $2,289-76.0% | $2,631-79.1% |
| Participant deferral / active EE | $4,024 | $3,099+29.9% | $4,084-1.5% | $4,212-4.4% |
| Admin fee / account holder | $13,555 | $6,514+108.1% | $8,777+54.4% | $7,344+84.6% |