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 | $101,889 | $79,944+27.5% | $98,439+3.5% | $75,163+35.6% |
| Participation rate | 94.8% | 70.4%+24.5pp | 75.2%+19.7pp | 67.2%+27.6pp |
| Annual return | 16.54% | 19.75%-3.2pp | 21.16%-4.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,218 | $2,264-2.0% | $3,048-27.2% | $2,670-16.9% |
| Participant deferral / active EE | $10,395 | $3,752+177.1% | $4,738+119.4% | $4,125+152.0% |
| Admin fee / account holder | $9,440 | $6,840+38.0% | $8,948+5.5% | $5,651+67.1% |