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 | $105,855 | $96,484+9.7% | $156,263-32.3% | $74,304+42.5% |
| Participation rate | 88.6% | 67.7%+21.0pp | 78.9%+9.7pp | 60.3%+28.3pp |
| Annual return | 19.82% | 17.73%+2.1pp | 59.47%-39.6pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,822 | $2,528+51.2% | $4,333-11.8% | $2,241+70.5% |
| Participant deferral / active EE | $7,397 | $4,286+72.6% | $6,158+20.1% | $3,767+96.4% |
| Admin fee / account holder | $4,598 | $3,728+23.3% | $14,255-67.7% | $2,969+54.9% |