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 | $87,513 | $54,541+60.5% | $78,778+11.1% | $70,131+24.8% |
| Participation rate | 97.8% | 60.8%+37.0pp | 69.2%+28.6pp | 69.5%+28.2pp |
| Annual return | 12.87% | 21.07%-8.2pp | 35.62%-22.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,187 | $1,089+100.9% | $1,986+10.1% | $2,342-6.6% |
| Participant deferral / active EE | $5,162 | $2,210+133.6% | $2,958+74.5% | $3,332+54.9% |
| Admin fee / account holder | $16,371 | $3,709+341.4% | $5,134+218.9% | $4,645+252.4% |