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 | $100,919 | $87,013+16.0% | $106,213-5.0% | $80,856+24.8% |
| Participation rate | 80.8% | 70.4%+10.3pp | 75.3%+5.5pp | 67.6%+13.1pp |
| Annual return | 12.05% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,713 | $2,395+13.3% | $3,171-14.5% | $2,755-1.5% |
| Participant deferral / active EE | $5,854 | $3,986+46.9% | $5,016+16.7% | $4,296+36.3% |
| Admin fee / account holder | $10,887 | $8,431+29.1% | $11,033-1.3% | $6,918+57.4% |