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 | $109,503 | $60,022+82.4% | $88,946+23.1% | $84,808+29.1% |
| Participation rate | 76.5% | 57.8%+18.6pp | 68.8%+7.6pp | 68.3%+8.2pp |
| Annual return | 15.73% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,466 | $1,703+44.8% | $2,555-3.5% | $2,631-6.3% |
| Participant deferral / active EE | $6,607 | $3,114+112.2% | $4,581+44.2% | $4,212+56.9% |
| Admin fee / account holder | $5,933 | $4,811+23.3% | $8,261-28.2% | $7,344-19.2% |