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 | $111,309 | $58,512+90.2% | $84,015+32.5% | $72,985+52.5% |
| Participation rate | 81.5% | 61.2%+20.3pp | 69.0%+12.5pp | 69.5%+12.1pp |
| Annual return | 21.93% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,058 | $1,163+77.0% | $1,983+3.8% | $2,440-15.6% |
| Participant deferral / active EE | $3,887 | $2,394+62.4% | $3,239+20.0% | $3,607+7.7% |
| Admin fee / account holder | $6,273 | $4,569+37.3% | $6,101+2.8% | $5,124+22.4% |