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 | $116,521 | $58,828+98.1% | $77,999+49.4% | $62,891+85.3% |
| Participation rate | 84.0% | 71.1%+12.9pp | 75.5%+8.5pp | 69.3%+14.7pp |
| Annual return | 5.96% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,935 | $1,672+75.6% | $2,470+18.8% | $2,281+28.7% |
| Participant deferral / active EE | $4,774 | $2,686+77.8% | $3,497+36.5% | $3,203+49.0% |
| Admin fee / account holder | $5,669 | $4,393+29.0% | $5,480+3.4% | $4,296+32.0% |