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 | $107,310 | $45,073+138.1% | $69,455+54.5% | $72,985+47.0% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.4pp | 69.5%+27.6pp |
| Annual return | 13.17% | 22.65%-9.5pp | 28.97%-15.8pp | 81.00%-67.8pp |
| Employer contribution / active EE | $5,100 | $2,054+148.3% | $2,779+83.5% | $2,440+109.0% |
| Participant deferral / active EE | $3,782 | $2,602+45.4% | $3,535+7.0% | $3,607+4.8% |
| Admin fee / account holder | $17,211 | $3,056+463.3% | $3,839+348.3% | $5,124+235.9% |