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 | $108,470 | $61,280+77.0% | $69,780+55.4% | $84,808+27.9% |
| Participation rate | 92.9% | 73.6%+19.2pp | 79.3%+13.6pp | 68.3%+24.5pp |
| Annual return | 15.72% | 12.93%+2.8pp | 26.31%-10.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,211 | $3,577+45.7% | $4,168+25.0% | $2,631+98.1% |
| Participant deferral / active EE | $5,998 | $3,756+59.7% | $6,164-2.7% | $4,212+42.4% |
| Admin fee / account holder | $8,360 | $6,026+38.7% | $7,285+14.8% | $7,344+13.8% |