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 | $106,627 | $78,672+35.5% | $109,143-2.3% | $85,850+24.2% |
| Participation rate | 95.2% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+25.9pp |
| Annual return | 23.41% | 25.09%-1.7pp | 25.75%-2.3pp | 318.53%-295.1pp |
| Employer contribution / active EE | $3,484 | $2,735+27.4% | $3,722-6.4% | $2,565+35.8% |
| Participant deferral / active EE | $11,617 | $3,467+235.0% | $4,653+149.7% | $3,952+194.0% |
| Admin fee / account holder | $1,883 | $5,469-65.6% | $6,752-72.1% | $6,260-69.9% |