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 | $118,747 | $83,477+42.3% | $125,175-5.1% | $72,985+62.7% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 22.11% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,146 | $2,345-8.5% | $3,865-44.5% | $2,440-12.0% |
| Participant deferral / active EE | $3,970 | $3,585+10.7% | $4,937-19.6% | $3,607+10.1% |
| Admin fee / account holder | $5,468 | $5,517-0.9% | $9,702-43.6% | $5,124+6.7% |