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 | $98,901 | $56,897+73.8% | $84,750+16.7% | $62,891+57.3% |
| Participation rate | 85.3% | 68.5%+16.8pp | 76.6%+8.7pp | 69.3%+16.0pp |
| Annual return | 6.77% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,352 | $2,400+123.0% | $3,574+49.8% | $2,281+134.7% |
| Participant deferral / active EE | $4,475 | $2,709+65.2% | $3,712+20.6% | $3,203+39.7% |
| Admin fee / account holder | $1,878 | $3,581-47.5% | $5,332-64.8% | $4,296-56.3% |