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 | $111,492 | $56,897+96.0% | $84,750+31.6% | $62,891+77.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.6pp | 69.3%+27.8pp |
| Annual return | 7.01% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $6,450 | $2,400+168.8% | $3,574+80.5% | $2,281+182.8% |
| Participant deferral / active EE | $7,516 | $2,709+177.4% | $3,712+102.5% | $3,203+134.7% |
| Admin fee / account holder | $1,471 | $3,581-58.9% | $5,332-72.4% | $4,296-65.8% |