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 | $102,531 | $81,248+26.2% | $155,509-34.1% | $80,856+26.8% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 12.70% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,457 | $3,100+76.0% | $4,672+16.8% | $2,755+98.1% |
| Participant deferral / active EE | $4,931 | $3,452+42.8% | $5,626-12.4% | $4,296+14.8% |
| Admin fee / account holder | $7,954 | $7,997-0.5% | $15,912-50.0% | $6,918+15.0% |