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 | $121,121 | $58,828+105.9% | $77,999+55.3% | $62,891+92.6% |
| Participation rate | 98.0% | 71.1%+27.0pp | 75.5%+22.5pp | 69.3%+28.7pp |
| Annual return | 8.41% | 17.16%-8.7pp | 425.96%-417.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,206 | $1,672+91.8% | $2,470+29.8% | $2,281+40.6% |
| Participant deferral / active EE | $7,155 | $2,686+166.4% | $3,497+104.6% | $3,203+123.4% |
| Admin fee / account holder | $2,732 | $4,393-37.8% | $5,480-50.1% | $4,296-36.4% |