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 | $104,553 | $80,717+29.5% | $154,803-32.5% | $84,808+23.3% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 17.26% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,649 | $2,761+32.2% | $4,305-15.2% | $2,631+38.7% |
| Participant deferral / active EE | $6,828 | $3,303+106.7% | $5,540+23.2% | $4,212+62.1% |
| Admin fee / account holder | $3,150 | $6,746-53.3% | $14,329-78.0% | $7,344-57.1% |