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 | $98,281 | $94,625+3.9% | $116,228-15.4% | $84,808+15.9% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.6%+19.9pp | 68.3%+26.1pp |
| Annual return | 12.57% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,129 | $2,347-9.3% | $2,994-28.9% | $2,631-19.1% |
| Participant deferral / active EE | $4,788 | $3,972+20.5% | $4,953-3.3% | $4,212+13.7% |
| Admin fee / account holder | $5,051 | $10,091-50.0% | $11,989-57.9% | $7,344-31.2% |