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 | $114,209 | $91,407+24.9% | $135,903-16.0% | $71,457+59.8% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.4pp | 67.9%+28.4pp |
| Annual return | 20.16% | 29.90%-9.7pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,942 | $3,703-47.6% | $4,856-60.0% | $2,588-25.0% |
| Participant deferral / active EE | $4,721 | $7,092-33.4% | $7,758-39.1% | $4,289+10.1% |
| Admin fee / account holder | $3,181 | $1,266+151.3% | $10,762-70.4% | $1,587+100.4% |