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 | $115,644 | $76,552+51.1% | $123,892-6.7% | $62,891+83.9% |
| Participation rate | 94.2% | 73.0%+21.2pp | 81.4%+12.8pp | 69.3%+24.9pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,346 | $2,883+16.1% | $4,617-27.5% | $2,281+46.7% |
| Participant deferral / active EE | $8,039 | $4,840+66.1% | $5,984+34.3% | $3,203+151.0% |
| Admin fee / account holder | $2,237 | $4,826-53.7% | $8,357-73.2% | $4,296-47.9% |