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 | $109,567 | $72,277+51.6% | $101,248+8.2% | $79,858+37.2% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 16.65% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,077 | $2,692+88.6% | $3,660+38.7% | $2,471+105.5% |
| Participant deferral / active EE | $11,701 | $3,282+256.6% | $4,370+167.7% | $3,740+212.9% |
| Admin fee / account holder | $2,824 | $4,400-35.8% | $5,945-52.5% | $5,306-46.8% |