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 | $100,413 | $71,050+41.3% | $93,606+7.3% | $80,856+24.2% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.6%+20.8pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,225 | $1,564-21.6% | $2,420-49.4% | $2,755-55.5% |
| Participant deferral / active EE | $6,282 | $4,034+55.7% | $4,411+42.4% | $4,296+46.2% |
| Admin fee / account holder | $33,458 | $6,945+381.8% | $8,285+303.8% | $6,918+383.6% |