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 | $114,657 | $68,719+66.9% | $91,541+25.3% | $84,808+35.2% |
| Participation rate | 88.7% | 64.5%+24.2pp | 69.8%+18.9pp | 68.3%+20.4pp |
| Annual return | 26.41% | 19.12%+7.3pp | 20.50%+5.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,389 | $1,920-27.6% | $2,505-44.5% | $2,631-47.2% |
| Participant deferral / active EE | $6,004 | $3,136+91.5% | $4,008+49.8% | $4,212+42.6% |
| Admin fee / account holder | $10,032 | $5,786+73.4% | $6,956+44.2% | $7,344+36.6% |