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 | $110,485 | $80,673+37.0% | $101,326+9.0% | $84,808+30.3% |
| Participation rate | 89.7% | 77.8%+12.0pp | 81.5%+8.2pp | 68.3%+21.4pp |
| Annual return | 16.07% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,372 | $2,698-12.1% | $3,665-35.3% | $2,631-9.8% |
| Participant deferral / active EE | $3,602 | $6,840-47.3% | $7,994-54.9% | $4,212-14.5% |
| Admin fee / account holder | $4,632 | $12,784-63.8% | $11,185-58.6% | $7,344-36.9% |