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 | $97,115 | $55,706+74.3% | $75,886+28.0% | $72,985+33.1% |
| Participation rate | 91.9% | 61.1%+30.8pp | 69.3%+22.6pp | 69.5%+22.4pp |
| Annual return | 22.85% | 27.59%-4.7pp | 30.76%-7.9pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,409 | $1,687+102.1% | $2,500+36.3% | $2,440+39.7% |
| Participant deferral / active EE | $7,140 | $2,634+171.1% | $3,603+98.2% | $3,607+97.9% |
| Admin fee / account holder | $10,276 | $3,978+158.3% | $5,418+89.6% | $5,124+100.5% |