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 6-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 | $106,112 | $138,347-23.3% | $184,203-42.4% | $80,856+31.2% |
| Participation rate | 85.1% | 83.9%+1.3pp | 86.8%-1.7pp | 67.6%+17.5pp |
| Annual return | 19.65% | 20.02%-0.4pp | 28.81%-9.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $5,167 | $4,850+6.5% | $6,427-19.6% | $2,755+87.6% |
| Participant deferral / active EE | $9,690 | $7,071+37.0% | $9,131+6.1% | $4,296+125.6% |
| Admin fee / account holder | $1,047 | $10,483-90.0% | $13,901-92.5% | $6,918-84.9% |