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 | $101,310 | $100,326+1.0% | $180,183-43.8% | $84,808+19.5% |
| Participation rate | 94.4% | 71.0%+23.4pp | 77.4%+17.0pp | 68.3%+26.1pp |
| Annual return | 15.54% | 17.86%-2.3pp | 27.86%-12.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,522 | $3,269+7.7% | $5,039-30.1% | $2,631+33.9% |
| Participant deferral / active EE | $6,823 | $5,066+34.7% | $6,8220% | $4,212+62.0% |
| Admin fee / account holder | $427 | $9,674-95.6% | $19,975-97.9% | $7,344-94.2% |