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 | $107,479 | $89,753+19.7% | $107,5250% | $84,808+26.7% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 13.44% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,779 | $3,113-10.7% | $3,754-26.0% | $2,631+5.6% |
| Participant deferral / active EE | $4,095 | $4,056+1.0% | $5,116-19.9% | $4,212-2.8% |
| Admin fee / account holder | $39,968 | $7,222+453.4% | $8,919+348.1% | $7,344+444.2% |