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 | $102,635 | $78,672+30.5% | $109,143-6.0% | $85,850+19.6% |
| Participation rate | 86.3% | 68.3%+18.0pp | 75.9%+10.4pp | 69.3%+17.0pp |
| Annual return | 11.63% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $6,113 | $2,735+123.5% | $3,722+64.2% | $2,565+138.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,094 | $5,469-6.9% | $6,752-24.6% | $6,260-18.6% |