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 | $101,304 | $109,413-7.4% | $156,263-35.2% | $84,808+19.5% |
| Participation rate | 84.8% | 72.7%+12.1pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 15.62% | 20.18%-4.6pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,828 | $2,907+31.7% | $4,333-11.7% | $2,631+45.5% |
| Participant deferral / active EE | $6,590 | $4,590+43.6% | $6,158+7.0% | $4,212+56.5% |
| Admin fee / account holder | $19,122 | $9,357+104.4% | $14,255+34.1% | $7,344+160.4% |