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 | $109,836 | $71,050+54.6% | $93,606+17.3% | $80,856+35.8% |
| Participation rate | 81.3% | 60.4%+20.8pp | 68.7%+12.5pp | 67.6%+13.6pp |
| Annual return | 14.01% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,102 | $1,564+34.4% | $2,420-13.1% | $2,755-23.7% |
| Participant deferral / active EE | $5,570 | $4,034+38.1% | $4,411+26.3% | $4,296+29.7% |
| Admin fee / account holder | $7,309 | $6,945+5.2% | $8,285-11.8% | $6,918+5.6% |