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 | $110,611 | $80,717+37.0% | $154,803-28.5% | $84,808+30.4% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 16.02% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,147 | $2,761+14.0% | $4,305-26.9% | $2,631+19.6% |
| Participant deferral / active EE | $6,990 | $3,303+111.6% | $5,540+26.2% | $4,212+66.0% |
| Admin fee / account holder | $370 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |