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 | $115,326 | $81,460+41.6% | $103,333+11.6% | $80,856+42.6% |
| Participation rate | 86.1% | 66.8%+19.3pp | 74.5%+11.6pp | 67.6%+18.5pp |
| Annual return | 11.03% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,601 | $3,105-16.2% | $3,868-32.7% | $2,755-5.6% |
| Participant deferral / active EE | $6,734 | $3,869+74.1% | $5,057+33.1% | $4,296+56.8% |
| Admin fee / account holder | $22,565 | $6,566+243.6% | $8,355+170.1% | $6,918+226.2% |