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 | $108,602 | $109,881-1.2% | $150,045-27.6% | $84,808+28.1% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.2pp | 68.3%+22.3pp |
| Annual return | 21.37% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $5,784 | $3,561+62.4% | $4,693+23.2% | $2,631+119.8% |
| Participant deferral / active EE | $12,679 | $6,636+91.1% | $7,997+58.5% | $4,212+201.1% |
| Admin fee / account holder | $5,594 | $8,568-34.7% | $13,435-58.4% | $7,344-23.8% |