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 | $108,608 | $48,076+125.9% | $78,689+38.0% | $62,891+72.7% |
| Participation rate | 91.1% | 65.2%+25.9pp | 73.6%+17.5pp | 69.3%+21.8pp |
| Annual return | 8.97% | 31.35%-22.4pp | 62.18%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,814 | $2,015+89.3% | $2,851+33.8% | $2,281+67.2% |
| Participant deferral / active EE | $8,245 | $2,588+218.6% | $3,517+134.5% | $3,203+157.4% |
| Admin fee / account holder | $8,135 | $3,207+153.6% | $4,510+80.4% | $4,296+89.4% |