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 | $115,027 | $49,227+133.7% | $70,449+63.3% | $79,858+44.0% |
| Participation rate | 76.3% | 69.2%+7.1pp | 75.1%+1.2pp | 69.6%+6.6pp |
| Annual return | 15.13% | 30.06%-14.9pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,881 | $2,099+37.3% | $2,737+5.3% | $2,471+16.6% |
| Participant deferral / active EE | $8,626 | $2,768+211.7% | $3,709+132.6% | $3,740+130.6% |
| Admin fee / account holder | $5,953 | $2,878+106.8% | $3,845+54.8% | $5,306+12.2% |