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 | $105,193 | $68,547+53.5% | $120,354-12.6% | $80,856+30.1% |
| Participation rate | 81.4% | 61.6%+19.8pp | 71.9%+9.5pp | 67.6%+13.8pp |
| Annual return | 13.09% | 23.60%-10.5pp | 107.15%-94.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,208 | $2,051+56.4% | $3,463-7.3% | $2,755+16.5% |
| Participant deferral / active EE | $4,287 | $3,173+35.1% | $4,991-14.1% | $4,296-0.2% |
| Admin fee / account holder | $24,432 | $5,732+326.2% | $9,423+159.3% | $6,918+253.2% |