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 | $106,190 | $81,248+30.7% | $155,509-31.7% | $80,856+31.3% |
| Participation rate | 97.5% | 66.2%+31.2pp | 78.2%+19.3pp | 67.6%+29.8pp |
| Annual return | 11.24% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,316 | $3,100-25.3% | $4,672-50.4% | $2,755-15.9% |
| Participant deferral / active EE | $4,179 | $3,452+21.1% | $5,626-25.7% | $4,296-2.7% |
| Admin fee / account holder | $2,661 | $7,997-66.7% | $15,912-83.3% | $6,918-61.5% |