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 | $119,791 | $109,359+9.5% | $162,163-26.1% | $72,985+64.1% |
| Participation rate | 86.4% | 84.3%+2.1pp | 87.6%-1.2pp | 69.5%+16.9pp |
| Annual return | 21.87% | 25.46%-3.6pp | 115.59%-93.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,261 | $3,907-16.5% | $5,614-41.9% | $2,440+33.6% |
| Participant deferral / active EE | $3,649 | $5,481-33.4% | $7,298-50.0% | $3,607+1.2% |
| Admin fee / account holder | $2,314 | $7,972-71.0% | $10,843-78.7% | $5,124-54.8% |