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 | $119,998 | $67,606+77.5% | $82,313+45.8% | $70,131+71.1% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 13.54% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $5,081 | $1,755+189.6% | $2,428+109.2% | $2,342+116.9% |
| Participant deferral / active EE | $2,575 | $2,987-13.8% | $3,706-30.5% | $3,332-22.7% |
| Admin fee / account holder | $16,748 | $4,512+271.2% | $5,608+198.7% | $4,645+260.5% |