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 | $96,984 | $65,365+48.4% | $92,893+4.4% | $72,985+32.9% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 22.46% | 42.10%-19.6pp | 109.41%-87.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,530 | $2,594-2.5% | $3,653-30.7% | $2,440+3.7% |
| Participant deferral / active EE | $5,796 | $3,128+85.3% | $4,236+36.8% | $3,607+60.7% |
| Admin fee / account holder | $2,730 | $4,251-35.8% | $5,794-52.9% | $5,124-46.7% |