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 | $118,987 | $80,673+47.5% | $101,326+17.4% | $84,808+40.3% |
| Participation rate | 94.6% | 77.8%+16.9pp | 81.5%+13.1pp | 68.3%+26.3pp |
| Annual return | 18.45% | 38.95%-20.5pp | 36.82%-18.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,354 | $2,698+24.3% | $3,665-8.5% | $2,631+27.5% |
| Participant deferral / active EE | $8,224 | $6,840+20.2% | $7,994+2.9% | $4,212+95.3% |
| Admin fee / account holder | $4,036 | $12,784-68.4% | $11,185-63.9% | $7,344-45.0% |