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 | $109,350 | $78,926+38.5% | $136,749-20.0% | $84,808+28.9% |
| Participation rate | 75.9% | 62.2%+13.7pp | 72.1%+3.7pp | 68.3%+7.6pp |
| Annual return | 16.37% | 18.17%-1.8pp | 24.33%-8.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,267 | $2,134+6.2% | $3,400-33.3% | $2,631-13.8% |
| Participant deferral / active EE | $4,165 | $3,168+31.5% | $4,692-11.2% | $4,212-1.1% |
| Admin fee / account holder | $2,637 | $6,369-58.6% | $11,386-76.8% | $7,344-64.1% |