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 | $106,630 | $76,552+39.3% | $123,892-13.9% | $62,891+69.5% |
| Participation rate | 98.1% | 73.0%+25.1pp | 81.4%+16.7pp | 69.3%+28.8pp |
| Annual return | 6.48% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,627 | $2,883-43.6% | $4,617-64.8% | $2,281-28.7% |
| Participant deferral / active EE | $9,577 | $4,840+97.9% | $5,984+60.0% | $3,203+199.0% |
| Admin fee / account holder | $29,240 | $4,826+505.9% | $8,357+249.9% | $4,296+580.7% |