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 | $102,436 | $46,553+120.0% | $64,056+59.9% | $75,163+36.3% |
| Participation rate | 91.5% | 65.9%+25.6pp | 72.3%+19.2pp | 67.2%+24.3pp |
| Annual return | 19.50% | 26.03%-6.5pp | 33.69%-14.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,342 | $1,974+170.6% | $2,747+94.5% | $2,670+100.1% |
| Participant deferral / active EE | $5,669 | $2,837+99.9% | $3,880+46.1% | $4,125+37.4% |
| Admin fee / account holder | $5,052 | $2,952+71.1% | $3,068+64.7% | $5,651-10.6% |