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 | $107,682 | $91,019+18.3% | $392,568-72.6% | $72,985+47.5% |
| Participation rate | 88.2% | 74.4%+13.9pp | 78.1%+10.2pp | 69.5%+18.7pp |
| Annual return | 18.76% | 20.00%-1.2pp | 24.42%-5.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,186 | $2,751-20.5% | $3,783-42.2% | $2,440-10.4% |
| Participant deferral / active EE | $8,295 | $4,570+81.5% | $5,985+38.6% | $3,607+129.9% |
| Admin fee / account holder | $13,284 | $4,895+171.4% | $6,260+112.2% | $5,124+159.2% |