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 | $104,557 | $64,839+61.3% | $95,585+9.4% | $84,808+23.3% |
| Participation rate | 98.5% | 63.8%+34.7pp | 72.1%+26.5pp | 68.3%+30.2pp |
| Annual return | 16.94% | -670.96%+687.9pp | 38.56%-21.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,102 | $1,759+19.5% | $2,527-16.8% | $2,631-20.1% |
| Participant deferral / active EE | $6,026 | $2,965+103.2% | $4,023+49.8% | $4,212+43.1% |
| Admin fee / account holder | $2,635 | $5,964-55.8% | $6,127-57.0% | $7,344-64.1% |