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 | $103,763 | $78,926+31.5% | $136,749-24.1% | $84,808+22.4% |
| Participation rate | 81.0% | 62.2%+18.9pp | 72.1%+8.9pp | 68.3%+12.7pp |
| Annual return | 15.64% | 18.17%-2.5pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,607 | $2,134+22.2% | $3,400-23.3% | $2,631-0.9% |
| Participant deferral / active EE | $5,611 | $3,168+77.1% | $4,692+19.6% | $4,212+33.2% |
| Admin fee / account holder | $11,758 | $6,369+84.6% | $11,386+3.3% | $7,344+60.1% |