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 | $106,207 | $81,460+30.4% | $103,333+2.8% | $80,856+31.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,406 | $3,105+41.9% | $3,868+13.9% | $2,755+59.9% |
| Participant deferral / active EE | $8,897 | $3,869+130.0% | $5,057+75.9% | $4,296+107.1% |
| Admin fee / account holder | $12,288 | $6,566+87.1% | $8,355+47.1% | $6,918+77.6% |