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 | $102,319 | $107,452-4.8% | $91,541+11.8% | $142,382-28.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 16.31% | 22.06%-5.7pp | 20.50%-4.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,767 | $2,994+25.8% | $2,505+50.4% | $4,299-12.4% |
| Participant deferral / active EE | $3,943 | $4,754-17.1% | $4,008-1.6% | $6,507-39.4% |
| Admin fee / account holder | $12,309 | $8,834+39.3% | $6,956+76.9% | $12,624-2.5% |