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 | $113,603 | $80,717+40.7% | $154,803-26.6% | $84,808+34.0% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 15.37% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,642 | $2,761-4.3% | $4,305-38.6% | $2,631+0.4% |
| Participant deferral / active EE | $5,110 | $3,303+54.7% | $5,540-7.8% | $4,212+21.3% |
| Admin fee / account holder | $9,628 | $6,746+42.7% | $14,329-32.8% | $7,344+31.1% |