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 | $98,796 | $81,460+21.3% | $103,333-4.4% | $80,856+22.2% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 11.56% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,249 | $3,105+36.8% | $3,868+9.9% | $2,755+54.3% |
| Participant deferral / active EE | $7,837 | $3,869+102.6% | $5,057+55.0% | $4,296+82.4% |
| Admin fee / account holder | $13,519 | $6,566+105.9% | $8,355+61.8% | $6,918+95.4% |