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 | $101,172 | $109,881-7.9% | $150,045-32.6% | $84,808+19.3% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 16.16% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,252 | $3,561+19.4% | $4,693-9.4% | $2,631+61.6% |
| Participant deferral / active EE | $5,912 | $6,636-10.9% | $7,997-26.1% | $4,212+40.4% |
| Admin fee / account holder | $1,492 | $8,568-82.6% | $13,435-88.9% | $7,344-79.7% |