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 | $103,952 | $74,927+38.7% | $101,794+2.1% | $84,808+22.6% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.2%+25.3pp | 68.3%+26.1pp |
| Annual return | 16.71% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,479 | $1,522+128.6% | $2,289+52.0% | $2,631+32.2% |
| Participant deferral / active EE | $5,701 | $3,099+84.0% | $4,084+39.6% | $4,212+35.4% |
| Admin fee / account holder | $1,172 | $6,514-82.0% | $8,777-86.6% | $7,344-84.0% |