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 | $109,467 | $78,422+39.6% | $95,952+14.1% | $79,858+37.1% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,580 | $1,945-18.8% | $2,541-37.8% | $2,471-36.0% |
| Participant deferral / active EE | $9,496 | $3,440+176.1% | $4,167+127.9% | $3,740+153.9% |
| Admin fee / account holder | $20,456 | $5,622+263.8% | $6,795+201.0% | $5,306+285.5% |