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 | $105,514 | $80,717+30.7% | $154,803-31.8% | $84,808+24.4% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 15.67% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,493 | $2,761+171.4% | $4,305+74.0% | $2,631+184.8% |
| Participant deferral / active EE | $5,200 | $3,303+57.4% | $5,540-6.1% | $4,212+23.5% |
| Admin fee / account holder | $39,844 | $6,746+490.7% | $14,329+178.1% | $7,344+442.6% |