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 | $109,172 | $68,719+58.9% | $91,541+19.3% | $84,808+28.7% |
| Participation rate | 89.7% | 64.5%+25.1pp | 69.8%+19.9pp | 68.3%+21.3pp |
| Annual return | 14.45% | 19.12%-4.7pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,468 | $1,920+28.5% | $2,505-1.5% | $2,631-6.2% |
| Participant deferral / active EE | $2,935 | $3,136-6.4% | $4,008-26.8% | $4,212-30.3% |
| Admin fee / account holder | $2,703 | $5,786-53.3% | $6,956-61.1% | $7,344-63.2% |