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 | $103,788 | $80,968+28.2% | $96,544+7.5% | $75,163+38.1% |
| Participation rate | 71.9% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.7pp |
| Annual return | 15.58% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,814 | $2,282+67.1% | $2,965+28.6% | $2,670+42.8% |
| Participant deferral / active EE | $4,101 | $3,928+4.4% | $4,851-15.5% | $4,125-0.6% |
| Admin fee / account holder | $10,754 | $6,724+59.9% | $8,252+30.3% | $5,651+90.3% |