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 | $113,570 | $64,480+76.1% | $81,382+39.6% | $80,856+40.5% |
| Participation rate | 93.8% | 63.9%+29.9pp | 69.5%+24.3pp | 67.6%+26.1pp |
| Annual return | 13.16% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,790 | $1,978+41.0% | $2,463+13.3% | $2,755+1.3% |
| Participant deferral / active EE | $7,030 | $3,094+127.3% | $3,883+81.1% | $4,296+63.7% |
| Admin fee / account holder | $34,175 | $5,671+502.6% | $5,768+492.4% | $6,918+394.0% |