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 | $112,879 | $80,968+39.4% | $96,544+16.9% | $75,163+50.2% |
| Participation rate | 82.4% | 71.8%+10.6pp | 76.0%+6.4pp | 67.2%+15.2pp |
| Annual return | 18.98% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,447 | $2,282+51.1% | $2,965+16.3% | $2,670+29.1% |
| Participant deferral / active EE | $6,151 | $3,928+56.6% | $4,851+26.8% | $4,125+49.1% |
| Admin fee / account holder | $11,093 | $6,724+65.0% | $8,252+34.4% | $5,651+96.3% |