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 | $106,682 | $71,050+50.2% | $93,606+14.0% | $80,856+31.9% |
| Participation rate | 82.6% | 60.4%+22.2pp | 68.7%+13.9pp | 67.6%+15.0pp |
| Annual return | 13.75% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,237 | $1,564+43.1% | $2,420-7.5% | $2,755-18.8% |
| Participant deferral / active EE | $3,529 | $4,034-12.5% | $4,411-20.0% | $4,296-17.8% |
| Admin fee / account holder | $4,313 | $6,945-37.9% | $8,285-47.9% | $6,918-37.6% |