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 | $108,627 | $46,869+131.8% | $122,332-11.2% | $70,131+54.9% |
| Participation rate | 82.1% | 58.2%+23.9pp | 71.6%+10.4pp | 69.5%+12.5pp |
| Annual return | 17.28% | 24.22%-6.9pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,633 | $1,288+104.4% | $4,050-35.0% | $2,342+12.4% |
| Participant deferral / active EE | $5,985 | $2,166+176.2% | $3,287+82.1% | $3,332+79.6% |
| Admin fee / account holder | $4,475 | $3,322+34.7% | $5,478-18.3% | $4,645-3.7% |