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 | $105,684 | $71,050+48.7% | $93,606+12.9% | $80,856+30.7% |
| Participation rate | 93.2% | 60.4%+32.8pp | 68.7%+24.5pp | 67.6%+25.5pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,425 | $1,564+55.1% | $2,420+0.2% | $2,755-12.0% |
| Participant deferral / active EE | $4,714 | $4,034+16.9% | $4,411+6.9% | $4,296+9.7% |
| Admin fee / account holder | $1,561 | $6,945-77.5% | $8,285-81.2% | $6,918-77.4% |