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 | $105,534 | $132,239-20.2% | $105,722-0.2% | $273,961-61.5% |
| Participation rate | 94.7% | 83.2%+11.5pp | 78.9%+15.8pp | 83.0%+11.7pp |
| Annual return | 6.72% | 10.07%-3.3pp | 12.25%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,787 | $4,867-1.6% | $4,079+17.4% | $4,869-1.7% |
| Participant deferral / active EE | $10,155 | $6,233+62.9% | $5,326+90.7% | $5,287+92.1% |
| Admin fee / account holder | $7,354 | $12,032-38.9% | $8,308-11.5% | $10,132-27.4% |