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 4-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 | $113,027 | $60,892+85.6% | $82,389+37.2% | $84,808+33.3% |
| Participation rate | 75.9% | 63.3%+12.6pp | 69.5%+6.3pp | 68.3%+7.6pp |
| Annual return | 14.04% | 37.29%-23.3pp | 28.67%-14.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,083 | $1,779+129.5% | $2,517+62.2% | $2,631+55.2% |
| Participant deferral / active EE | $8,195 | $3,179+157.8% | $4,155+97.2% | $4,212+94.6% |
| Admin fee / account holder | $8,124 | $5,467+48.6% | $7,231+12.4% | $7,344+10.6% |