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 | $112,521 | $117,983-4.6% | $101,794+10.5% | $142,382-21.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 15.24% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,230 | $2,773+16.5% | $2,289+41.1% | $4,299-24.9% |
| Participant deferral / active EE | $4,624 | $4,714-1.9% | $4,084+13.2% | $6,507-28.9% |
| Admin fee / account holder | $4,411 | $10,433-57.7% | $8,777-49.7% | $12,624-65.1% |