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 | $112,783 | $86,286+30.7% | $111,297+1.3% | $85,850+31.4% |
| Participation rate | 82.9% | 73.3%+9.5pp | 77.3%+5.5pp | 69.3%+13.5pp |
| Annual return | 12.53% | 19.99%-7.5pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,468 | $2,043+20.8% | $2,731-9.6% | $2,565-3.8% |
| Participant deferral / active EE | $6,523 | $3,641+79.2% | $4,487+45.4% | $3,952+65.1% |
| Admin fee / account holder | $3,727 | $8,188-54.5% | $7,964-53.2% | $6,260-40.5% |