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 | $105,692 | $54,762+93.0% | $90,281+17.1% | $72,985+44.8% |
| Participation rate | 90.0% | 65.1%+24.9pp | 73.3%+16.7pp | 69.5%+20.5pp |
| Annual return | 21.26% | 30.63%-9.4pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $4,034 | $2,092+92.8% | $2,854+41.3% | $2,440+65.4% |
| Participant deferral / active EE | $998 | $2,887-65.4% | $3,885-74.3% | $3,607-72.3% |
| Admin fee / account holder | $2,020 | $3,972-49.1% | $5,351-62.3% | $5,124-60.6% |