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 3-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 | $106,918 | $68,547+56.0% | $120,354-11.2% | $80,856+32.2% |
| Participation rate | 76.5% | 61.6%+14.9pp | 71.9%+4.6pp | 67.6%+8.8pp |
| Annual return | 16.04% | 23.60%-7.6pp | 107.15%-91.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,932 | $2,051+42.9% | $3,463-15.3% | $2,755+6.4% |
| Participant deferral / active EE | $6,046 | $3,173+90.5% | $4,991+21.1% | $4,296+40.7% |
| Admin fee / account holder | $776 | $5,732-86.5% | $9,423-91.8% | $6,918-88.8% |