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 | $111,248 | $62,672+77.5% | $185,117-39.9% | $70,131+58.6% |
| Participation rate | 89.2% | 63.8%+25.4pp | 77.3%+11.9pp | 69.5%+19.6pp |
| Annual return | 16.91% | 40.79%-23.9pp | 40.50%-23.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,536 | $1,753+44.6% | $4,182-39.4% | $2,342+8.2% |
| Participant deferral / active EE | $7,211 | $3,272+120.4% | $5,045+42.9% | $3,332+116.4% |
| Admin fee / account holder | $2,572 | $3,932-34.6% | $8,159-68.5% | $4,645-44.6% |