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 | $111,062 | $67,606+64.3% | $82,313+34.9% | $70,131+58.4% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 16.55% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,384 | $1,755-21.1% | $2,428-43.0% | $2,342-40.9% |
| Participant deferral / active EE | $3,971 | $2,987+32.9% | $3,706+7.1% | $3,332+19.2% |
| Admin fee / account holder | $2,405 | $4,512-46.7% | $5,608-57.1% | $4,645-48.2% |