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 | $104,583 | $80,717+29.6% | $154,803-32.4% | $84,808+23.3% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,579 | $2,761+29.6% | $4,305-16.9% | $2,631+36.0% |
| Participant deferral / active EE | $5,968 | $3,303+80.7% | $5,540+7.7% | $4,212+41.7% |
| Admin fee / account holder | $14,514 | $6,746+115.2% | $14,329+1.3% | $7,344+97.6% |