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 | $75,695 | $53,018+42.8% | $70,014+8.1% | $62,891+20.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 8.55% | 13.35%-4.8pp | 12.99%-4.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,853 | $1,799+225.3% | $2,338+150.3% | $2,281+156.6% |
| Participant deferral / active EE | $4,574 | $2,395+91.0% | $2,931+56.1% | $3,203+42.8% |
| Admin fee / account holder | $5,190 | $3,690+40.7% | $4,380+18.5% | $4,296+20.8% |