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 | $110,040 | $65,376+68.3% | $87,100+26.3% | $65,185+68.8% |
| Participation rate | 97.1% | 75.3%+21.7pp | 76.9%+20.2pp | 70.2%+26.9pp |
| Annual return | 27.76% | 31.27%-3.5pp | 28.19%-0.4pp | 29.38%-1.6pp |
| Employer contribution / active EE | $2,581 | $1,822+41.6% | $2,521+2.4% | $2,177+18.6% |
| Participant deferral / active EE | $6,905 | $3,388+103.8% | $4,049+70.5% | $3,514+96.5% |
| Admin fee / account holder | $4,942 | $520+850.9% | $7,497-34.1% | $847+483.4% |