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 | $115,747 | $94,625+22.3% | $116,228-0.4% | $84,808+36.5% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.6%+8.8pp | 68.3%+15.0pp |
| Annual return | 19.23% | 20.40%-1.2pp | 90.06%-70.8pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,960 | $2,347-16.5% | $2,994-34.5% | $2,631-25.5% |
| Participant deferral / active EE | $4,353 | $3,972+9.6% | $4,953-12.1% | $4,212+3.4% |
| Admin fee / account holder | $10,048 | $10,091-0.4% | $11,989-16.2% | $7,344+36.8% |