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 | $123,855 | $58,577+111.4% | $83,333+48.6% | $64,186+93.0% |
| Participation rate | 86.0% | 72.0%+14.0pp | 77.8%+8.3pp | 69.6%+16.5pp |
| Annual return | 7.40% | 9.65%-2.2pp | 10.63%-3.2pp | 7.63%-0.2pp |
| Employer contribution / active EE | $4,830 | $2,098+130.2% | $3,379+43.0% | $2,381+102.9% |
| Participant deferral / active EE | $7,545 | $4,654+62.1% | $5,565+35.6% | $3,470+117.5% |
| Admin fee / account holder | $11,679 | $9,275+25.9% | $7,510+55.5% | $4,888+138.9% |