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 | $103,663 | $127,065-18.4% | $113,168-8.4% | $142,382-27.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 13.20% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,891 | $3,442+13.0% | $2,975+30.8% | $4,299-9.5% |
| Participant deferral / active EE | $4,339 | $5,716-24.1% | $5,107-15.0% | $6,507-33.3% |
| Admin fee / account holder | $7,243 | $15,736-54.0% | $12,068-40.0% | $12,624-42.6% |