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 | $97,917 | $68,719+42.5% | $91,541+7.0% | $84,808+15.5% |
| Participation rate | 87.2% | 64.5%+22.7pp | 69.8%+17.5pp | 68.3%+18.9pp |
| Annual return | 16.05% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,381 | $1,920+24.0% | $2,505-4.9% | $2,631-9.5% |
| Participant deferral / active EE | $4,731 | $3,136+50.9% | $4,008+18.1% | $4,212+12.3% |
| Admin fee / account holder | $4,790 | $5,786-17.2% | $6,956-31.1% | $7,344-34.8% |