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 | $110,173 | $90,503+21.7% | $78,689+40.0% | $273,961-59.8% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 9.40% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $4,514 | $3,176+42.1% | $2,851+58.3% | $4,869-7.3% |
| Participant deferral / active EE | $9,224 | $3,901+136.4% | $3,517+162.3% | $5,287+74.5% |
| Admin fee / account holder | $7,636 | $5,263+45.1% | $4,510+69.3% | $10,132-24.6% |