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 | $101,847 | $25,014+307.2% | $69,647+46.2% | $80,856+26.0% |
| Participation rate | 71.4% | 64.2%+7.2pp | 66.5%+5.0pp | 67.6%+3.8pp |
| Annual return | 11.98% | 19.07%-7.1pp | 100.48%-88.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,858 | $993+288.5% | $1,712+125.3% | $2,755+40.0% |
| Participant deferral / active EE | $4,835 | $1,839+162.9% | $2,886+67.5% | $4,296+12.6% |
| Admin fee / account holder | $1,377 | $2,488-44.7% | $4,713-70.8% | $6,918-80.1% |