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 | $102,701 | $58,828+74.6% | $77,999+31.7% | $62,891+63.3% |
| Participation rate | 75.7% | 71.1%+4.6pp | 75.5%+0.2pp | 69.3%+6.4pp |
| Annual return | 7.28% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,239 | $1,672+153.6% | $2,470+71.6% | $2,281+85.9% |
| Participant deferral / active EE | $5,462 | $2,686+103.4% | $3,497+56.2% | $3,203+70.5% |
| Admin fee / account holder | $521 | $4,393-88.1% | $5,480-90.5% | $4,296-87.9% |