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 | $103,422 | $72,492+42.7% | $87,100+18.7% | $72,985+41.7% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 25.15% | 24.46%+0.7pp | 28.19%-3.0pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,889 | $1,894+52.5% | $2,521+14.6% | $2,440+18.4% |
| Participant deferral / active EE | $5,612 | $3,270+71.7% | $4,049+38.6% | $3,607+55.6% |
| Admin fee / account holder | $18,686 | $5,055+269.7% | $7,497+149.3% | $5,124+264.7% |