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 | $100,383 | $73,981+35.7% | $105,722-5.1% | $62,891+59.6% |
| Participation rate | 91.4% | 71.7%+19.7pp | 78.9%+12.5pp | 69.3%+22.1pp |
| Annual return | 12.62% | 17.60%-5.0pp | 12.25%+0.4pp | 20.14%-7.5pp |
| Employer contribution / active EE | $3,185 | $2,856+11.5% | $4,079-21.9% | $2,281+39.6% |
| Participant deferral / active EE | $7,271 | $4,038+80.1% | $5,326+36.5% | $3,203+127.0% |
| Admin fee / account holder | $1,235 | $5,976-79.3% | $8,308-85.1% | $4,296-71.2% |