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 | $91,004 | $60,892+49.5% | $82,389+10.5% | $84,808+7.3% |
| Participation rate | 93.3% | 63.3%+30.1pp | 69.5%+23.8pp | 68.3%+25.0pp |
| Annual return | 16.57% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,177 | $1,779+22.3% | $2,517-13.5% | $2,631-17.3% |
| Participant deferral / active EE | $5,341 | $3,179+68.0% | $4,155+28.5% | $4,212+26.8% |
| Admin fee / account holder | $12,464 | $5,467+128.0% | $7,231+72.4% | $7,344+69.7% |