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 | $115,230 | $81,460+41.5% | $103,333+11.5% | $80,856+42.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 19.84% | 25.55%-5.7pp | 24.88%-5.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $10,944 | $3,105+252.4% | $3,868+183.0% | $2,755+297.3% |
| Participant deferral / active EE | $8,428 | $3,869+117.9% | $5,057+66.6% | $4,296+96.2% |
| Admin fee / account holder | $1,484 | $6,566-77.4% | $8,355-82.2% | $6,918-78.5% |