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 | $112,517 | $89,753+25.4% | $107,525+4.6% | $84,808+32.7% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 19.24% | 29.48%-10.2pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,658 | $3,113+49.6% | $3,754+24.1% | $2,631+77.1% |
| Participant deferral / active EE | $10,345 | $4,056+155.0% | $5,116+102.2% | $4,212+145.6% |
| Admin fee / account holder | $7,677 | $7,222+6.3% | $8,919-13.9% | $7,344+4.5% |