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 | $105,579 | $78,422+34.6% | $95,952+10.0% | $79,858+32.2% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,524 | $1,945+29.8% | $2,541-0.7% | $2,471+2.2% |
| Participant deferral / active EE | $5,354 | $3,440+55.7% | $4,167+28.5% | $3,740+43.2% |
| Admin fee / account holder | $6,863 | $5,622+22.1% | $6,795+1.0% | $5,306+29.3% |