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 | $112,666 | $60,892+85.0% | $82,389+36.7% | $84,808+32.8% |
| Participation rate | 84.6% | 63.3%+21.3pp | 69.5%+15.1pp | 68.3%+16.3pp |
| Annual return | 18.33% | 37.29%-19.0pp | 28.67%-10.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,741 | $1,779+54.1% | $2,517+8.9% | $2,631+4.2% |
| Participant deferral / active EE | $5,142 | $3,179+61.8% | $4,155+23.8% | $4,212+22.1% |
| Admin fee / account holder | $407 | $5,467-92.6% | $7,231-94.4% | $7,344-94.5% |