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 | $115,764 | $78,422+47.6% | $95,952+20.6% | $79,858+45.0% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 11.55% | 19.37%-7.8pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $3,276 | $1,945+68.4% | $2,541+28.9% | $2,471+32.6% |
| Participant deferral / active EE | $4,779 | $3,440+38.9% | $4,167+14.7% | $3,740+27.8% |
| Admin fee / account holder | $1,357 | $5,622-75.9% | $6,795-80.0% | $5,306-74.4% |