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 | $100,997 | $83,477+21.0% | $125,175-19.3% | $72,985+38.4% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.5%+29.0pp |
| Annual return | 19.88% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,467 | $2,345+47.8% | $3,865-10.3% | $2,440+42.1% |
| Participant deferral / active EE | $4,421 | $3,585+23.3% | $4,937-10.4% | $3,607+22.6% |
| Admin fee / account holder | $7,928 | $5,517+43.7% | $9,702-18.3% | $5,124+54.7% |