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 | $96,722 | $79,944+21.0% | $98,439-1.7% | $75,163+28.7% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.2%+11.9pp | 67.2%+19.9pp |
| Annual return | 19.26% | 19.75%-0.5pp | 21.16%-1.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $5,057 | $2,264+123.4% | $3,048+65.9% | $2,670+89.4% |
| Participant deferral / active EE | $4,739 | $3,752+26.3% | $4,7380% | $4,125+14.9% |
| Admin fee / account holder | $4,449 | $6,840-35.0% | $8,948-50.3% | $5,651-21.3% |