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 | $103,253 | $80,968+27.5% | $96,544+6.9% | $75,163+37.4% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 17.13% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,163 | $2,282-5.2% | $2,965-27.1% | $2,670-19.0% |
| Participant deferral / active EE | $5,084 | $3,928+29.4% | $4,851+4.8% | $4,125+23.2% |
| Admin fee / account holder | $1,787 | $6,724-73.4% | $8,252-78.3% | $5,651-68.4% |