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 | $106,903 | $101,724+5.1% | $164,813-35.1% | $80,856+32.2% |
| Participation rate | 78.9% | 71.8%+7.1pp | 78.6%+0.3pp | 67.6%+11.3pp |
| Annual return | 22.22% | 16.72%+5.5pp | 69.93%-47.7pp | 35.59%-13.4pp |
| Employer contribution / active EE | $3,738 | $2,953+26.6% | $4,341-13.9% | $2,755+35.7% |
| Participant deferral / active EE | $7,514 | $4,477+67.8% | $6,031+24.6% | $4,296+74.9% |
| Admin fee / account holder | $1,117 | $8,227-86.4% | $12,690-91.2% | $6,918-83.9% |