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 | $112,044 | $109,881+2.0% | $150,045-25.3% | $84,808+32.1% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 16.84% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,654 | $3,561+86.9% | $4,693+41.8% | $2,631+152.9% |
| Participant deferral / active EE | $11,428 | $6,636+72.2% | $7,997+42.9% | $4,212+171.3% |
| Admin fee / account holder | $10,022 | $8,568+17.0% | $13,435-25.4% | $7,344+36.5% |