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 | $116,290 | $66,813+74.1% | $100,516+15.7% | $73,488+58.2% |
| Participation rate | 90.9% | 77.5%+13.4pp | 79.4%+11.5pp | 70.7%+20.2pp |
| Annual return | 25.07% | 25.70%-0.6pp | 30.89%-5.8pp | 28.51%-3.4pp |
| Employer contribution / active EE | $2,444 | $2,147+13.9% | $3,418-28.5% | $2,270+7.7% |
| Participant deferral / active EE | $6,910 | $5,883+17.5% | $6,270+10.2% | $3,740+84.8% |
| Admin fee / account holder | $4,648 | $512+807.6% | $8,081-42.5% | $513+805.8% |