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 | $103,927 | $109,413-5.0% | $156,263-33.5% | $84,808+22.5% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 15.76% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,054 | $2,907+39.5% | $4,333-6.4% | $2,631+54.1% |
| Participant deferral / active EE | $3,919 | $4,590-14.6% | $6,158-36.4% | $4,212-6.9% |
| Admin fee / account holder | $2,972 | $9,357-68.2% | $14,255-79.1% | $7,344-59.5% |