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 | $109,104 | $61,280+78.0% | $69,780+56.4% | $84,808+28.6% |
| Participation rate | 93.2% | 73.6%+19.6pp | 79.3%+13.9pp | 68.3%+24.9pp |
| Annual return | 15.69% | 12.93%+2.8pp | 26.31%-10.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,098 | $3,577+14.6% | $4,168-1.7% | $2,631+55.8% |
| Participant deferral / active EE | $4,132 | $3,756+10.0% | $6,164-33.0% | $4,212-1.9% |
| Admin fee / account holder | $11,674 | $6,026+93.7% | $7,285+60.2% | $7,344+59.0% |