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 | $114,860 | $109,881+4.5% | $150,045-23.4% | $84,808+35.4% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 20.56% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,765 | $3,561+5.7% | $4,693-19.8% | $2,631+43.1% |
| Participant deferral / active EE | $12,632 | $6,636+90.4% | $7,997+58.0% | $4,212+199.9% |
| Admin fee / account holder | $2,112 | $8,568-75.3% | $13,435-84.3% | $7,344-71.2% |