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 9-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 | $117,933 | $61,660+91.3% | $80,019+47.4% | $64,186+83.7% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.8pp | 69.6%+28.1pp |
| Annual return | 9.99% | -0.33%+10.3pp | 11.22%-1.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,301 | $1,810+27.1% | $2,468-6.8% | $2,381-3.3% |
| Participant deferral / active EE | $3,230 | $2,968+8.8% | $3,686-12.4% | $3,470-6.9% |
| Admin fee / account holder | $16,473 | $5,417+204.1% | $6,521+152.6% | $4,888+237.0% |