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 | $112,584 | $94,625+19.0% | $116,228-3.1% | $84,808+32.8% |
| Participation rate | 98.0% | 70.4%+27.5pp | 74.6%+23.4pp | 68.3%+29.6pp |
| Annual return | 16.66% | 20.40%-3.7pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,017 | $2,347-14.0% | $2,994-32.6% | $2,631-23.3% |
| Participant deferral / active EE | $3,991 | $3,972+0.5% | $4,953-19.4% | $4,212-5.2% |
| Admin fee / account holder | $1,330 | $10,091-86.8% | $11,989-88.9% | $7,344-81.9% |