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 | $113,694 | $54,762+107.6% | $90,281+25.9% | $72,985+55.8% |
| Participation rate | 90.6% | 65.1%+25.4pp | 73.3%+17.3pp | 69.5%+21.1pp |
| Annual return | 22.05% | 30.63%-8.6pp | 78.10%-56.1pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,358 | $2,092+60.5% | $2,854+17.6% | $2,440+37.6% |
| Participant deferral / active EE | $7,439 | $2,887+157.7% | $3,885+91.5% | $3,607+106.2% |
| Admin fee / account holder | $4,034 | $3,972+1.6% | $5,351-24.6% | $5,124-21.3% |