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 | $109,591 | $80,717+35.8% | $154,803-29.2% | $84,808+29.2% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 26.52% | 37.96%-11.4pp | 58.88%-32.4pp | 40.90%-14.4pp |
| Employer contribution / active EE | $3,506 | $2,761+27.0% | $4,305-18.6% | $2,631+33.3% |
| Participant deferral / active EE | $6,266 | $3,303+89.7% | $5,540+13.1% | $4,212+48.8% |
| Admin fee / account holder | $10,434 | $6,746+54.7% | $14,329-27.2% | $7,344+42.1% |