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 | $114,298 | $56,277+103.1% | $80,975+41.2% | $62,891+81.7% |
| Participation rate | 93.2% | 69.0%+24.2pp | 75.8%+17.4pp | 69.3%+23.9pp |
| Annual return | 9.80% | 22.12%-12.3pp | 17.10%-7.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,601 | $1,943-17.6% | $3,714-56.9% | $2,281-29.8% |
| Participant deferral / active EE | $7,451 | $4,195+77.6% | $5,696+30.8% | $3,203+132.6% |
| Admin fee / account holder | $4,367 | $3,741+16.8% | $5,516-20.8% | $4,296+1.7% |