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 | $108,048 | $68,719+57.2% | $91,541+18.0% | $84,808+27.4% |
| Participation rate | 79.2% | 64.5%+14.7pp | 69.8%+9.5pp | 68.3%+10.9pp |
| Annual return | 14.48% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,181 | $1,920+65.7% | $2,505+27.0% | $2,631+20.9% |
| Participant deferral / active EE | $10,951 | $3,136+249.2% | $4,008+173.2% | $4,212+160.0% |
| Admin fee / account holder | $30,823 | $5,786+432.7% | $6,956+343.1% | $7,344+319.7% |