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 | $102,841 | $80,717+27.4% | $154,803-33.6% | $84,808+21.3% |
| Participation rate | 87.0% | 66.8%+20.1pp | 78.1%+8.9pp | 68.3%+18.6pp |
| Annual return | 16.88% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,128 | $2,761+49.5% | $4,305-4.1% | $2,631+56.9% |
| Participant deferral / active EE | $5,065 | $3,303+53.3% | $5,540-8.6% | $4,212+20.3% |
| Admin fee / account holder | $2,654 | $6,746-60.7% | $14,329-81.5% | $7,344-63.9% |