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 | $94,492 | $78,422+20.5% | $95,952-1.5% | $79,858+18.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 15.89% | 19.37%-3.5pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,318 | $1,945+19.2% | $2,541-8.8% | $2,471-6.2% |
| Participant deferral / active EE | $6,712 | $3,440+95.1% | $4,167+61.1% | $3,740+79.5% |
| Admin fee / account holder | $9,194 | $5,622+63.5% | $6,795+35.3% | $5,306+73.3% |