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 | $110,366 | $85,022+29.8% | $70,515+56.5% | $139,434-20.8% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 15.17% | 30.38%-15.2pp | 32.77%-17.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,169 | $3,909-18.9% | $2,973+6.6% | $4,751-33.3% |
| Participant deferral / active EE | $3,847 | $5,890-34.7% | $4,567-15.8% | $6,710-42.7% |
| Admin fee / account holder | $8,121 | $8,906-8.8% | $6,412+26.6% | $11,403-28.8% |