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 | $111,586 | $109,881+1.6% | $150,045-25.6% | $84,808+31.6% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 18.70% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,647 | $3,561+114.7% | $4,693+62.9% | $2,631+190.6% |
| Participant deferral / active EE | $7,043 | $6,636+6.1% | $7,997-11.9% | $4,212+67.2% |
| Admin fee / account holder | $2,032 | $8,568-76.3% | $13,435-84.9% | $7,344-72.3% |