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 | $102,425 | $72,277+41.7% | $101,248+1.2% | $79,858+28.3% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 24.35% | 22.30%+2.1pp | 46.47%-22.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $970 | $2,692-64.0% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $4,335 | $3,282+32.1% | $4,370-0.8% | $3,740+15.9% |
| Admin fee / account holder | $5,035 | $4,400+14.4% | $5,945-15.3% | $5,306-5.1% |