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 | $115,668 | $93,571+23.6% | $135,903-14.9% | $75,163+53.9% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.7pp | 67.2%+28.4pp |
| Annual return | 22.83% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3,441 | $3,537-2.7% | $4,856-29.1% | $2,670+28.9% |
| Participant deferral / active EE | $7,628 | $6,404+19.1% | $7,758-1.7% | $4,125+84.9% |
| Admin fee / account holder | $1,095 | $6,975-84.3% | $10,762-89.8% | $5,651-80.6% |