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 | $113,564 | $67,606+68.0% | $82,313+38.0% | $70,131+61.9% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 15.68% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $697 | $1,755-60.3% | $2,428-71.3% | $2,342-70.2% |
| Participant deferral / active EE | $4,359 | $2,987+45.9% | $3,706+17.6% | $3,332+30.8% |
| Admin fee / account holder | $8,443 | $4,512+87.1% | $5,608+50.5% | $4,645+81.7% |