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 | $111,051 | $72,012+54.2% | $185,823-40.2% | $79,858+39.1% |
| Participation rate | 94.1% | 65.8%+28.4pp | 78.0%+16.1pp | 69.6%+24.5pp |
| Annual return | 12.89% | 23.12%-10.2pp | 35.95%-23.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,340 | $1,965+70.0% | $4,087-18.3% | $2,471+35.2% |
| Participant deferral / active EE | $5,905 | $3,779+56.3% | $5,632+4.9% | $3,740+57.9% |
| Admin fee / account holder | $1,964 | $4,513-56.5% | $9,500-79.3% | $5,306-63.0% |