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 | $104,519 | $123,793-15.6% | $177,821-41.2% | $79,858+30.9% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 16.87% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,102 | $4,095+0.2% | $5,918-30.7% | $2,471+66.0% |
| Participant deferral / active EE | $8,669 | $5,956+45.5% | $7,714+12.4% | $3,740+131.8% |
| Admin fee / account holder | $10,512 | $7,243+45.1% | $12,427-15.4% | $5,306+98.1% |