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 | $100,171 | $65,365+53.2% | $92,893+7.8% | $72,985+37.2% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 18.62% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,415 | $2,594-45.4% | $3,653-61.3% | $2,440-42.0% |
| Participant deferral / active EE | $4,360 | $3,128+39.4% | $4,236+2.9% | $3,607+20.9% |
| Admin fee / account holder | $3,437 | $4,251-19.1% | $5,794-40.7% | $5,124-32.9% |