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 | $104,474 | $78,422+33.2% | $95,952+8.9% | $79,858+30.8% |
| Participation rate | 92.6% | 73.5%+19.2pp | 77.1%+15.6pp | 69.6%+23.0pp |
| Annual return | 17.47% | 19.37%-1.9pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,738 | $1,945+40.8% | $2,541+7.7% | $2,471+10.8% |
| Participant deferral / active EE | $5,957 | $3,440+73.2% | $4,167+43.0% | $3,740+59.3% |
| Admin fee / account holder | $9,370 | $5,622+66.7% | $6,795+37.9% | $5,306+76.6% |