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 | $102,060 | $78,422+30.1% | $95,952+6.4% | $79,858+27.8% |
| Participation rate | 75.4% | 73.5%+1.9pp | 77.1%-1.7pp | 69.6%+5.7pp |
| Annual return | 19.03% | 19.37%-0.3pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,141 | $1,945+10.1% | $2,541-15.8% | $2,471-13.4% |
| Participant deferral / active EE | $3,937 | $3,440+14.5% | $4,167-5.5% | $3,740+5.3% |
| Admin fee / account holder | $3,061 | $5,622-45.6% | $6,795-55.0% | $5,306-42.3% |