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 | $98,918 | $60,892+62.4% | $82,389+20.1% | $84,808+16.6% |
| Participation rate | 97.2% | 63.3%+34.0pp | 69.5%+27.7pp | 68.3%+28.9pp |
| Annual return | 17.41% | 37.29%-19.9pp | 28.67%-11.3pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,880 | $1,779+118.1% | $2,517+54.2% | $2,631+47.5% |
| Participant deferral / active EE | $6,292 | $3,179+97.9% | $4,155+51.4% | $4,212+49.4% |
| Admin fee / account holder | $24,906 | $5,467+355.5% | $7,231+244.5% | $7,344+239.1% |