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 | $101,387 | $71,050+42.7% | $93,606+8.3% | $80,856+25.4% |
| Participation rate | 88.2% | 60.4%+27.8pp | 68.7%+19.5pp | 67.6%+20.6pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,902 | $1,564+213.5% | $2,420+102.6% | $2,755+77.9% |
| Participant deferral / active EE | $7,635 | $4,034+89.3% | $4,411+73.1% | $4,296+77.7% |
| Admin fee / account holder | $9,310 | $6,945+34.1% | $8,285+12.4% | $6,918+34.6% |