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 | $92,044 | $77,503+18.8% | $100,391-8.3% | $80,856+13.8% |
| Participation rate | 90.2% | 76.9%+13.3pp | 81.5%+8.8pp | 67.6%+22.6pp |
| Annual return | 14.70% | 37.20%-22.5pp | 49.20%-34.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $7,013 | $2,801+150.4% | $3,942+77.9% | $2,755+154.6% |
| Participant deferral / active EE | $15,126 | $6,820+121.8% | $8,082+87.2% | $4,296+252.1% |
| Admin fee / account holder | $8,187 | $5,897+38.8% | $7,899+3.6% | $6,918+18.3% |