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 | $112,165 | $80,717+39.0% | $154,803-27.5% | $84,808+32.3% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 16.03% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,980 | $2,761+152.8% | $4,305+62.1% | $2,631+165.3% |
| Participant deferral / active EE | $5,822 | $3,303+76.3% | $5,540+5.1% | $4,212+38.2% |
| Admin fee / account holder | $48,695 | $6,746+621.9% | $14,329+239.8% | $7,344+563.1% |