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 | $114,850 | $91,552+25.4% | $133,956-14.3% | $79,858+43.8% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 14.12% | 61.85%-47.7pp | 45.09%-31.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,385 | $2,384+0.1% | $3,919-39.1% | $2,471-3.5% |
| Participant deferral / active EE | $4,942 | $3,733+32.4% | $5,048-2.1% | $3,740+32.1% |
| Admin fee / account holder | $808 | $6,321-87.2% | $8,927-90.9% | $5,306-84.8% |