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 | $121,963 | $94,625+28.9% | $116,228+4.9% | $84,808+43.8% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 14.39% | 20.40%-6.0pp | 90.06%-75.7pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,383 | $2,347+1.5% | $2,994-20.4% | $2,631-9.4% |
| Participant deferral / active EE | $4,844 | $3,972+22.0% | $4,953-2.2% | $4,212+15.0% |
| Admin fee / account holder | $4,742 | $10,091-53.0% | $11,989-60.5% | $7,344-35.4% |