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 | $113,299 | $78,422+44.5% | $95,952+18.1% | $79,858+41.9% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.0pp | 69.6%+18.5pp |
| Annual return | 14.07% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,571 | $1,945+32.2% | $2,541+1.2% | $2,471+4.0% |
| Participant deferral / active EE | $5,782 | $3,440+68.1% | $4,167+38.8% | $3,740+54.6% |
| Admin fee / account holder | $13,745 | $5,622+144.5% | $6,795+102.3% | $5,306+159.0% |