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 | $107,414 | $92,985+15.5% | $153,485-30.0% | $80,856+32.8% |
| Participation rate | 92.9% | 69.0%+23.9pp | 77.1%+15.8pp | 67.6%+25.2pp |
| Annual return | 11.41% | 19.95%-8.5pp | 15.65%-4.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,673 | $3,507+61.8% | $5,039+12.6% | $2,755+105.9% |
| Participant deferral / active EE | $4,739 | $5,178-8.5% | $6,757-29.9% | $4,296+10.3% |
| Admin fee / account holder | $11,620 | $8,880+30.9% | $12,724-8.7% | $6,918+68.0% |