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 | $113,448 | $80,717+40.6% | $154,803-26.7% | $84,808+33.8% |
| Participation rate | 78.5% | 66.8%+11.7pp | 78.1%+0.4pp | 68.3%+10.2pp |
| Annual return | 21.96% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $3,543 | $2,761+28.3% | $4,305-17.7% | $2,631+34.7% |
| Participant deferral / active EE | $7,725 | $3,303+133.9% | $5,540+39.4% | $4,212+83.4% |
| Admin fee / account holder | $10,862 | $6,746+61.0% | $14,329-24.2% | $7,344+47.9% |