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 | $108,104 | $86,929+24.4% | $102,423+5.5% | $80,856+33.7% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 11.18% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $6,659 | $2,369+181.0% | $3,023+120.2% | $2,755+141.7% |
| Participant deferral / active EE | $5,355 | $4,118+30.0% | $5,053+6.0% | $4,296+24.7% |
| Admin fee / account holder | $46,005 | $8,049+471.6% | $9,451+386.8% | $6,918+565.0% |