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 | $112,645 | $89,753+25.5% | $107,525+4.8% | $84,808+32.8% |
| Participation rate | 80.7% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.4pp |
| Annual return | 15.58% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,657 | $3,113-14.7% | $3,754-29.2% | $2,631+1.0% |
| Participant deferral / active EE | $5,281 | $4,056+30.2% | $5,116+3.2% | $4,212+25.4% |
| Admin fee / account holder | $3,132 | $7,222-56.6% | $8,919-64.9% | $7,344-57.3% |