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 | $105,658 | $109,881-3.8% | $150,045-29.6% | $84,808+24.6% |
| Participation rate | 85.5% | 76.1%+9.4pp | 82.3%+3.1pp | 68.3%+17.1pp |
| Annual return | 28.19% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.7pp |
| Employer contribution / active EE | $6,087 | $3,561+70.9% | $4,693+29.7% | $2,631+131.4% |
| Participant deferral / active EE | $11,843 | $6,636+78.5% | $7,997+48.1% | $4,212+181.2% |
| Admin fee / account holder | $5,511 | $8,568-35.7% | $13,435-59.0% | $7,344-25.0% |