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 | $108,352 | $93,571+15.8% | $135,903-20.3% | $75,163+44.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 24.09% | 30.90%-6.8pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $2,998 | $3,537-15.2% | $4,856-38.3% | $2,670+12.3% |
| Participant deferral / active EE | $7,970 | $6,404+24.5% | $7,758+2.7% | $4,125+93.2% |
| Admin fee / account holder | $4,125 | $6,975-40.9% | $10,762-61.7% | $5,651-27.0% |