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 | $95,894 | $67,606+41.8% | $82,313+16.5% | $70,131+36.7% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 13.78% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,605 | $1,755+162.4% | $2,428+89.6% | $2,342+96.6% |
| Participant deferral / active EE | $6,121 | $2,987+104.9% | $3,706+65.2% | $3,332+83.7% |
| Admin fee / account holder | $1,335 | $4,512-70.4% | $5,608-76.2% | $4,645-71.3% |