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 | $114,008 | $81,460+40.0% | $103,333+10.3% | $80,856+41.0% |
| Participation rate | 82.0% | 66.8%+15.1pp | 74.5%+7.5pp | 67.6%+14.3pp |
| Annual return | 16.50% | 25.55%-9.0pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,709 | $3,105-44.9% | $3,868-55.8% | $2,755-37.9% |
| Participant deferral / active EE | $4,985 | $3,869+28.9% | $5,057-1.4% | $4,296+16.1% |
| Admin fee / account holder | $29,360 | $6,566+347.1% | $8,355+251.4% | $6,918+324.4% |