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 | $104,695 | $91,552+14.4% | $133,956-21.8% | $79,858+31.1% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 16.81% | 61.85%-45.0pp | 45.09%-28.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,955 | $2,384-18.0% | $3,919-50.1% | $2,471-20.9% |
| Participant deferral / active EE | $5,188 | $3,733+39.0% | $5,048+2.8% | $3,740+38.7% |
| Admin fee / account holder | $7,561 | $6,321+19.6% | $8,927-15.3% | $5,306+42.5% |