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 | $106,689 | $70,475+51.4% | $100,516+6.1% | $79,858+33.6% |
| Participation rate | 96.7% | 73.7%+23.0pp | 79.4%+17.3pp | 69.6%+27.0pp |
| Annual return | 24.61% | 21.90%+2.7pp | 30.89%-6.3pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,797 | $2,165-17.0% | $3,418-47.4% | $2,471-27.3% |
| Participant deferral / active EE | $5,386 | $5,181+4.0% | $6,270-14.1% | $3,740+44.0% |
| Admin fee / account holder | $2,453 | $4,478-45.2% | $8,081-69.6% | $5,306-53.8% |