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 | $106,282 | $94,625+12.3% | $116,228-8.6% | $84,808+25.3% |
| Participation rate | 77.5% | 70.4%+7.1pp | 74.6%+2.9pp | 68.3%+9.2pp |
| Annual return | 14.36% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $891 | $2,347-62.0% | $2,994-70.3% | $2,631-66.1% |
| Participant deferral / active EE | $5,940 | $3,972+49.6% | $4,953+19.9% | $4,212+41.0% |
| Admin fee / account holder | $7,864 | $10,091-22.1% | $11,989-34.4% | $7,344+7.1% |