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 | $102,313 | $74,927+36.5% | $101,794+0.5% | $84,808+20.6% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.2%+12.6pp | 68.3%+13.5pp |
| Annual return | 16.89% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,274 | $1,522+115.2% | $2,289+43.0% | $2,631+24.5% |
| Participant deferral / active EE | $5,237 | $3,099+69.0% | $4,084+28.2% | $4,212+24.4% |
| Admin fee / account holder | $2,814 | $6,514-56.8% | $8,777-67.9% | $7,344-61.7% |