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 | $114,756 | $109,881+4.4% | $150,045-23.5% | $84,808+35.3% |
| Participation rate | 84.7% | 76.1%+8.6pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 21.85% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,582 | $3,561+0.6% | $4,693-23.7% | $2,631+36.1% |
| Participant deferral / active EE | $7,689 | $6,636+15.9% | $7,997-3.9% | $4,212+82.6% |
| Admin fee / account holder | $2,477 | $8,568-71.1% | $13,435-81.6% | $7,344-66.3% |