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 | $120,356 | $76,552+57.2% | $123,892-2.9% | $62,891+91.4% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+16.9pp | 69.3%+29.1pp |
| Annual return | 7.06% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,889 | $2,883+34.9% | $4,617-15.8% | $2,281+70.5% |
| Participant deferral / active EE | $8,080 | $4,840+67.0% | $5,984+35.0% | $3,203+152.3% |
| Admin fee / account holder | $1,296 | $4,826-73.1% | $8,357-84.5% | $4,296-69.8% |