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 | $105,100 | $78,926+33.2% | $136,749-23.1% | $84,808+23.9% |
| Participation rate | 83.1% | 62.2%+20.9pp | 72.1%+10.9pp | 68.3%+14.7pp |
| Annual return | 15.11% | 18.17%-3.1pp | 24.33%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,742 | $2,134+75.4% | $3,400+10.1% | $2,631+42.2% |
| Participant deferral / active EE | $5,664 | $3,168+78.8% | $4,692+20.7% | $4,212+34.5% |
| Admin fee / account holder | $12,713 | $6,369+99.6% | $11,386+11.7% | $7,344+73.1% |