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 | $105,072 | $84,556+24.3% | $116,228-9.6% | $74,304+41.4% |
| Participation rate | 88.7% | 66.0%+22.6pp | 74.6%+14.1pp | 60.3%+28.3pp |
| Annual return | 15.37% | 18.35%-3.0pp | 90.06%-74.7pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,584 | $2,168+111.5% | $2,994+53.1% | $2,241+104.5% |
| Participant deferral / active EE | $3,263 | $3,814-14.5% | $4,953-34.1% | $3,767-13.4% |
| Admin fee / account holder | $4,457 | $3,792+17.5% | $11,989-62.8% | $2,969+50.1% |