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 | $105,910 | $45,035+135.2% | $62,995+68.1% | $70,131+51.0% |
| Participation rate | 81.5% | 69.5%+12.0pp | 74.8%+6.7pp | 69.5%+12.0pp |
| Annual return | 14.03% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,171 | $2,051+152.1% | $2,759+87.4% | $2,342+120.8% |
| Participant deferral / active EE | $2,344 | $2,465-4.9% | $3,329-29.6% | $3,332-29.7% |
| Admin fee / account holder | $805 | $2,834-71.6% | $3,600-77.6% | $4,645-82.7% |