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 | $106,779 | $71,050+50.3% | $93,606+14.1% | $80,856+32.1% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 12.73% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,540 | $1,564-1.5% | $2,420-36.4% | $2,755-44.1% |
| Participant deferral / active EE | $6,495 | $4,034+61.0% | $4,411+47.2% | $4,296+51.2% |
| Admin fee / account holder | $5,132 | $6,945-26.1% | $8,285-38.1% | $6,918-25.8% |