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 | $100,536 | $76,552+31.3% | $123,892-18.9% | $62,891+59.9% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,822 | $2,883-2.1% | $4,617-38.9% | $2,281+23.7% |
| Participant deferral / active EE | $9,195 | $4,840+90.0% | $5,984+53.7% | $3,203+187.1% |
| Admin fee / account holder | $2,207 | $4,826-54.3% | $8,357-73.6% | $4,296-48.6% |