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 | $111,572 | $83,477+33.7% | $125,175-10.9% | $72,985+52.9% |
| Participation rate | 95.0% | 73.3%+21.7pp | 79.8%+15.2pp | 69.5%+25.5pp |
| Annual return | 19.17% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,290 | $2,345-2.3% | $3,865-40.7% | $2,440-6.1% |
| Participant deferral / active EE | $4,350 | $3,585+21.3% | $4,937-11.9% | $3,607+20.6% |
| Admin fee / account holder | $11,271 | $5,517+104.3% | $9,702+16.2% | $5,124+120.0% |