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 | $105,835 | $53,777+96.8% | $134,143-21.1% | $79,858+32.5% |
| Participation rate | 70.1% | 58.8%+11.4pp | 72.2%-2.0pp | 69.6%+0.5pp |
| Annual return | 20.13% | 19.01%+1.1pp | 36.33%-16.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,210 | $1,321+67.3% | $3,704-40.3% | $2,471-10.5% |
| Participant deferral / active EE | $4,437 | $2,420+83.4% | $3,499+26.8% | $3,740+18.6% |
| Admin fee / account holder | $970 | $3,984-75.6% | $6,684-85.5% | $5,306-81.7% |