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 | $103,251 | $64,839+59.2% | $95,585+8.0% | $84,808+21.7% |
| Participation rate | 96.4% | 63.8%+32.6pp | 72.1%+24.4pp | 68.3%+28.1pp |
| Annual return | 15.00% | -670.96%+686.0pp | 38.56%-23.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,610 | $1,759+162.1% | $2,527+82.5% | $2,631+75.2% |
| Participant deferral / active EE | $5,235 | $2,965+76.6% | $4,023+30.1% | $4,212+24.3% |
| Admin fee / account holder | $7,649 | $5,964+28.3% | $6,127+24.8% | $7,344+4.2% |