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 | $104,959 | $109,881-4.5% | $150,045-30.0% | $84,808+23.8% |
| Participation rate | 93.9% | 76.1%+17.8pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 23.06% | 28.25%-5.2pp | 62.55%-39.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $4,463 | $3,561+25.3% | $4,693-4.9% | $2,631+69.6% |
| Participant deferral / active EE | $9,541 | $6,636+43.8% | $7,997+19.3% | $4,212+126.5% |
| Admin fee / account holder | $2,828 | $8,568-67.0% | $13,435-78.9% | $7,344-61.5% |