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 | $104,684 | $72,012+45.4% | $185,823-43.7% | $79,858+31.1% |
| Participation rate | 92.2% | 65.8%+26.5pp | 78.0%+14.2pp | 69.6%+22.6pp |
| Annual return | 13.20% | 23.12%-9.9pp | 35.95%-22.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,294 | $1,965+16.8% | $4,087-43.9% | $2,471-7.2% |
| Participant deferral / active EE | $5,824 | $3,779+54.1% | $5,632+3.4% | $3,740+55.7% |
| Admin fee / account holder | $5,297 | $4,513+17.4% | $9,500-44.2% | $5,306-0.2% |