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 | $98,037 | $83,477+17.4% | $125,175-21.7% | $72,985+34.3% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 22.40% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,385 | $2,345+129.6% | $3,865+39.3% | $2,440+120.7% |
| Participant deferral / active EE | $3,682 | $3,585+2.7% | $4,937-25.4% | $3,607+2.1% |
| Admin fee / account holder | $6,068 | $5,517+10.0% | $9,702-37.5% | $5,124+18.4% |