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 | $114,571 | $73,933+55.0% | $96,683+18.5% | $75,163+52.4% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 14.53% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,429 | $2,928-17.0% | $3,737-35.0% | $2,670-9.0% |
| Participant deferral / active EE | $4,386 | $3,659+19.9% | $4,878-10.1% | $4,125+6.3% |
| Admin fee / account holder | $2,579 | $5,216-50.6% | $6,730-61.7% | $5,651-54.4% |