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 | $105,064 | $64,324+63.3% | $118,925-11.7% | $79,858+31.6% |
| Participation rate | 97.4% | 64.9%+32.6pp | 75.4%+22.1pp | 69.6%+27.8pp |
| Annual return | 14.22% | 86.45%-72.2pp | 35.88%-21.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,854 | $1,836+109.9% | $3,263+18.1% | $2,471+56.0% |
| Participant deferral / active EE | $5,462 | $2,824+93.4% | $4,265+28.1% | $3,740+46.0% |
| Admin fee / account holder | $5,643 | $4,040+39.7% | $6,581-14.3% | $5,306+6.3% |