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 | $104,903 | $56,897+84.4% | $84,750+23.8% | $62,891+66.8% |
| Participation rate | 97.1% | 68.5%+28.5pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 6.07% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,150 | $2,400+31.3% | $3,574-11.9% | $2,281+38.1% |
| Participant deferral / active EE | $5,946 | $2,709+119.5% | $3,712+60.2% | $3,203+85.6% |
| Admin fee / account holder | $11,121 | $3,581+210.6% | $5,332+108.6% | $4,296+158.9% |