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 7-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 | $101,195 | $109,413-7.5% | $156,263-35.2% | $84,808+19.3% |
| Participation rate | 81.7% | 72.7%+9.0pp | 78.9%+2.8pp | 68.3%+13.4pp |
| Annual return | 20.35% | 20.18%+0.2pp | 59.47%-39.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,446 | $2,907-15.8% | $4,333-43.5% | $2,631-7.0% |
| Participant deferral / active EE | $4,837 | $4,590+5.4% | $6,158-21.5% | $4,212+14.8% |
| Admin fee / account holder | $1,569 | $9,357-83.2% | $14,255-89.0% | $7,344-78.6% |