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 | $107,608 | $93,571+15.0% | $135,903-20.8% | $75,163+43.2% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 21.95% | 30.90%-9.0pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $3,648 | $3,537+3.2% | $4,856-24.9% | $2,670+36.7% |
| Participant deferral / active EE | $9,349 | $6,404+46.0% | $7,758+20.5% | $4,125+126.6% |
| Admin fee / account holder | $7,240 | $6,975+3.8% | $10,762-32.7% | $5,651+28.1% |