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 | $102,347 | $54,541+87.6% | $78,778+29.9% | $70,131+45.9% |
| Participation rate | 93.9% | 60.8%+33.1pp | 69.2%+24.7pp | 69.5%+24.3pp |
| Annual return | 18.12% | 21.07%-3.0pp | 35.62%-17.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,703 | $1,089+240.2% | $1,986+86.5% | $2,342+58.1% |
| Participant deferral / active EE | $4,861 | $2,210+120.0% | $2,958+64.3% | $3,332+45.9% |
| Admin fee / account holder | $1,910 | $3,709-48.5% | $5,134-62.8% | $4,645-58.9% |