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 7-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 | $100,894 | $74,927+34.7% | $101,794-0.9% | $84,808+19.0% |
| Participation rate | 70.4% | 61.4%+9.0pp | 69.2%+1.2pp | 68.3%+2.1pp |
| Annual return | 16.69% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,000 | $1,522+97.2% | $2,289+31.1% | $2,631+14.0% |
| Participant deferral / active EE | $5,708 | $3,099+84.2% | $4,084+39.8% | $4,212+35.5% |
| Admin fee / account holder | $14,427 | $6,514+121.5% | $8,777+64.4% | $7,344+96.5% |