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 | $78,422+34.0% | $95,952+9.5% | $79,858+31.6% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 14.96% | 19.37%-4.4pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,540 | $1,945+30.6% | $2,5410% | $2,471+2.8% |
| Participant deferral / active EE | $5,991 | $3,440+74.2% | $4,167+43.8% | $3,740+60.2% |
| Admin fee / account holder | $3,490 | $5,622-37.9% | $6,795-48.6% | $5,306-34.2% |