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 | $100,730 | $60,022+67.8% | $88,946+13.2% | $84,808+18.8% |
| Participation rate | 75.6% | 57.8%+17.8pp | 68.8%+6.8pp | 68.3%+7.3pp |
| Annual return | 29.60% | 22.43%+7.2pp | 57.82%-28.2pp | 40.90%-11.3pp |
| Employer contribution / active EE | $2,535 | $1,703+48.9% | $2,555-0.8% | $2,631-3.7% |
| Participant deferral / active EE | $6,356 | $3,114+104.1% | $4,581+38.7% | $4,212+50.9% |
| Admin fee / account holder | $5,530 | $4,811+14.9% | $8,261-33.1% | $7,344-24.7% |