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 | $116,089 | $109,881+5.6% | $150,045-22.6% | $84,808+36.9% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 16.61% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,219 | $3,561+18.5% | $4,693-10.1% | $2,631+60.4% |
| Participant deferral / active EE | $9,665 | $6,636+45.6% | $7,997+20.9% | $4,212+129.5% |
| Admin fee / account holder | $1,308 | $8,568-84.7% | $13,435-90.3% | $7,344-82.2% |