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 | $108,402 | $86,286+25.6% | $111,297-2.6% | $85,850+26.3% |
| Participation rate | 80.7% | 73.3%+7.4pp | 77.3%+3.4pp | 69.3%+11.4pp |
| Annual return | 12.95% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,101 | $2,043+2.8% | $2,731-23.1% | $2,565-18.1% |
| Participant deferral / active EE | $4,090 | $3,641+12.3% | $4,487-8.9% | $3,952+3.5% |
| Admin fee / account holder | $758 | $8,188-90.7% | $7,964-90.5% | $6,260-87.9% |