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 | $99,789 | $78,422+27.2% | $95,952+4.0% | $79,858+25.0% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.2pp | 69.6%+24.6pp |
| Annual return | 14.94% | 19.37%-4.4pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,417 | $1,945+24.3% | $2,541-4.9% | $2,471-2.2% |
| Participant deferral / active EE | $7,617 | $3,440+121.4% | $4,167+82.8% | $3,740+103.6% |
| Admin fee / account holder | $5,343 | $5,622-5.0% | $6,795-21.4% | $5,306+0.7% |