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 | $101,344 | $70,250+44.3% | $386,318-73.8% | $116,875-13.3% |
| Participation rate | 92.5% | 68.3%+24.2pp | 67.7%+24.7pp | 74.5%+17.9pp |
| Annual return | 21.51% | 17.57%+3.9pp | -2.64%+24.2pp | 16.29%+5.2pp |
| Employer contribution / active EE | $6,713 | $2,512+167.2% | $4,025+66.8% | $3,288+104.2% |
| Participant deferral / active EE | $4,615 | $3,180+45.1% | $3,524+30.9% | $3,885+18.8% |
| Admin fee / account holder | $3,381 | $7,267-53.5% | $16,179-79.1% | $12,263-72.4% |