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 | $111,982 | $74,927+49.5% | $101,794+10.0% | $84,808+32.0% |
| Participation rate | 88.7% | 61.4%+27.3pp | 69.2%+19.5pp | 68.3%+20.4pp |
| Annual return | 24.66% | 18.70%+6.0pp | 30.53%-5.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $2,736 | $1,522+79.8% | $2,289+19.5% | $2,631+4.0% |
| Participant deferral / active EE | $4,298 | $3,099+38.7% | $4,084+5.2% | $4,212+2.1% |
| Admin fee / account holder | $9,809 | $6,514+50.6% | $8,777+11.8% | $7,344+33.6% |