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 | $103,992 | $71,050+46.4% | $93,606+11.1% | $80,856+28.6% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.6%+17.4pp |
| Annual return | 14.43% | 11.26%+3.2pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,311 | $1,564+47.8% | $2,420-4.5% | $2,755-16.1% |
| Participant deferral / active EE | $6,056 | $4,034+50.1% | $4,411+37.3% | $4,296+41.0% |
| Admin fee / account holder | $1,194 | $6,945-82.8% | $8,285-85.6% | $6,918-82.7% |