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 | $108,343 | $58,512+85.2% | $84,015+29.0% | $72,985+48.4% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 23.48% | 28.93%-5.5pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,181 | $1,163+1.6% | $1,983-40.5% | $2,440-51.6% |
| Participant deferral / active EE | $4,546 | $2,394+89.9% | $3,239+40.4% | $3,607+26.0% |
| Admin fee / account holder | $2,226 | $4,569-51.3% | $6,101-63.5% | $5,124-56.6% |