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 | $108,786 | $64,707+68.1% | $112,228-3.1% | $68,494+58.8% |
| Participation rate | 93.5% | 67.2%+26.3pp | 75.1%+18.4pp | 67.9%+25.6pp |
| Annual return | 4.98% | -11.40%+16.4pp | 27.45%-22.5pp | -7.84%+12.8pp |
| Employer contribution / active EE | $3,726 | $2,746+35.7% | $3,635+2.5% | $2,596+43.5% |
| Participant deferral / active EE | $3,719 | $3,565+4.3% | $4,728-21.3% | $4,027-7.6% |
| Admin fee / account holder | $2,296 | $5,232-56.1% | $6,410-64.2% | $5,403-57.5% |