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 | $115,684 | $74,927+54.4% | $101,794+13.6% | $84,808+36.4% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.2%+21.3pp | 68.3%+22.2pp |
| Annual return | 13.03% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,775 | $1,522+82.3% | $2,289+21.2% | $2,631+5.5% |
| Participant deferral / active EE | $5,544 | $3,099+78.9% | $4,084+35.7% | $4,212+31.6% |
| Admin fee / account holder | $11,415 | $6,514+75.2% | $8,777+30.1% | $7,344+55.4% |