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 | $104,893 | $109,881-4.5% | $150,045-30.1% | $84,808+23.7% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 36.11% | 28.25%+7.9pp | 62.55%-26.4pp | 40.90%-4.8pp |
| Employer contribution / active EE | $3,899 | $3,561+9.5% | $4,693-16.9% | $2,631+48.2% |
| Participant deferral / active EE | $9,649 | $6,636+45.4% | $7,997+20.7% | $4,212+129.1% |
| Admin fee / account holder | $8,363 | $8,568-2.4% | $13,435-37.8% | $7,344+13.9% |