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 7-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 | $106,420 | $109,881-3.1% | $150,045-29.1% | $84,808+25.5% |
| Participation rate | 84.4% | 76.1%+8.4pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 29.36% | 28.25%+1.1pp | 62.55%-33.2pp | 40.90%-11.5pp |
| Employer contribution / active EE | $4,108 | $3,561+15.3% | $4,693-12.5% | $2,631+56.1% |
| Participant deferral / active EE | $17,444 | $6,636+162.9% | $7,997+118.1% | $4,212+314.2% |
| Admin fee / account holder | $8,310 | $8,568-3.0% | $13,435-38.1% | $7,344+13.2% |