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 | $112,663 | $78,672+43.2% | $109,143+3.2% | $85,850+31.2% |
| Participation rate | 97.1% | 68.3%+28.8pp | 75.9%+21.2pp | 69.3%+27.7pp |
| Annual return | 11.79% | 25.09%-13.3pp | 25.75%-14.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,132 | $2,735+14.5% | $3,722-15.9% | $2,565+22.1% |
| Participant deferral / active EE | $5,785 | $3,467+66.9% | $4,653+24.3% | $3,952+46.4% |
| Admin fee / account holder | $12,188 | $5,469+122.8% | $6,752+80.5% | $6,260+94.7% |