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 | $107,519 | $109,881-2.1% | $150,045-28.3% | $84,808+26.8% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 27.16% | 28.25%-1.1pp | 62.55%-35.4pp | 40.90%-13.7pp |
| Employer contribution / active EE | $4,173 | $3,561+17.2% | $4,693-11.1% | $2,631+58.6% |
| Participant deferral / active EE | $8,561 | $6,636+29.0% | $7,997+7.1% | $4,212+103.3% |
| Admin fee / account holder | $9,392 | $8,568+9.6% | $13,435-30.1% | $7,344+27.9% |