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 | $106,926 | $100,326+6.6% | $180,183-40.7% | $84,808+26.1% |
| Participation rate | 85.4% | 71.0%+14.4pp | 77.4%+8.0pp | 68.3%+17.1pp |
| Annual return | 18.70% | 17.86%+0.8pp | 27.86%-9.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,629 | $3,269+41.6% | $5,039-8.1% | $2,631+75.9% |
| Participant deferral / active EE | $9,050 | $5,066+78.7% | $6,822+32.7% | $4,212+114.9% |
| Admin fee / account holder | $5,377 | $9,674-44.4% | $19,975-73.1% | $7,344-26.8% |