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 | $102,146 | $109,413-6.6% | $156,263-34.6% | $84,808+20.4% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 15.81% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,538 | $2,907-12.7% | $4,333-41.4% | $2,631-3.5% |
| Participant deferral / active EE | $5,839 | $4,590+27.2% | $6,158-5.2% | $4,212+38.6% |
| Admin fee / account holder | $19,439 | $9,357+107.8% | $14,255+36.4% | $7,344+164.7% |