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 | $112,896 | $80,673+39.9% | $101,326+11.4% | $84,808+33.1% |
| Participation rate | 81.7% | 77.8%+3.9pp | 81.5%+0.2pp | 68.3%+13.4pp |
| Annual return | 18.68% | 38.95%-20.3pp | 36.82%-18.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,105 | $2,698-22.0% | $3,665-42.6% | $2,631-20.0% |
| Participant deferral / active EE | $5,421 | $6,840-20.8% | $7,994-32.2% | $4,212+28.7% |
| Admin fee / account holder | $3,913 | $12,784-69.4% | $11,185-65.0% | $7,344-46.7% |