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 | $101,342 | $74,927+35.3% | $101,794-0.4% | $84,808+19.5% |
| Participation rate | 91.4% | 61.4%+30.0pp | 69.2%+22.2pp | 68.3%+23.0pp |
| Annual return | 13.22% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,395 | $1,522+123.1% | $2,289+48.3% | $2,631+29.0% |
| Participant deferral / active EE | $5,115 | $3,099+65.1% | $4,084+25.3% | $4,212+21.5% |
| Admin fee / account holder | $36,992 | $6,514+467.9% | $8,777+321.5% | $7,344+403.7% |