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 | $102,839 | $56,110+83.3% | $94,993+8.3% | $70,131+46.6% |
| Participation rate | 96.9% | 65.0%+31.9pp | 73.9%+23.0pp | 69.5%+27.3pp |
| Annual return | 16.92% | 51.02%-34.1pp | 27.12%-10.2pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,925 | $1,442+102.8% | $2,603+12.4% | $2,342+24.9% |
| Participant deferral / active EE | $3,012 | $2,391+25.9% | $3,317-9.2% | $3,332-9.6% |
| Admin fee / account holder | $1,825 | $3,456-47.2% | $4,960-63.2% | $4,645-60.7% |