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 | $100,399 | $67,606+48.5% | $82,313+22.0% | $70,131+43.2% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.9%+18.5pp | 69.5%+25.8pp |
| Annual return | 15.00% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $7,558 | $1,755+330.7% | $2,428+211.3% | $2,342+222.7% |
| Participant deferral / active EE | $5,895 | $2,987+97.4% | $3,706+59.1% | $3,332+76.9% |
| Admin fee / account holder | $17,782 | $4,512+294.1% | $5,608+217.1% | $4,645+282.8% |