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 | $113,627 | $91,552+24.1% | $133,956-15.2% | $79,858+42.3% |
| Participation rate | 91.0% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.4pp |
| Annual return | 15.00% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,301 | $2,384+38.5% | $3,919-15.8% | $2,471+33.6% |
| Participant deferral / active EE | $4,753 | $3,733+27.3% | $5,048-5.8% | $3,740+27.1% |
| Admin fee / account holder | $3,054 | $6,321-51.7% | $8,927-65.8% | $5,306-42.4% |