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 | $115,878 | $78,422+47.8% | $95,952+20.8% | $79,858+45.1% |
| Participation rate | 83.0% | 73.5%+9.5pp | 77.1%+5.9pp | 69.6%+13.4pp |
| Annual return | 15.28% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,252 | $1,945+15.8% | $2,541-11.4% | $2,471-8.9% |
| Participant deferral / active EE | $3,992 | $3,440+16.0% | $4,167-4.2% | $3,740+6.7% |
| Admin fee / account holder | $2,738 | $5,622-51.3% | $6,795-59.7% | $5,306-48.4% |