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 | $117,569 | $54,762+114.7% | $90,281+30.2% | $72,985+61.1% |
| Participation rate | 76.0% | 65.1%+10.9pp | 73.3%+2.7pp | 69.5%+6.5pp |
| Annual return | 17.85% | 30.63%-12.8pp | 78.10%-60.2pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,969 | $2,092+41.9% | $2,854+4.0% | $2,440+21.7% |
| Participant deferral / active EE | $5,967 | $2,887+106.7% | $3,885+53.6% | $3,607+65.4% |
| Admin fee / account holder | $22,301 | $3,972+461.4% | $5,351+316.7% | $5,124+335.2% |