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 | $103,081 | $72,492+42.2% | $87,100+18.3% | $72,985+41.2% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 17.96% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,163 | $1,894+67.0% | $2,521+25.4% | $2,440+29.6% |
| Participant deferral / active EE | $2,780 | $3,270-15.0% | $4,049-31.3% | $3,607-22.9% |
| Admin fee / account holder | $2,203 | $5,055-56.4% | $7,497-70.6% | $5,124-57.0% |