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 | $93,004 | $80,717+15.2% | $154,803-39.9% | $84,808+9.7% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 14.25% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,929 | $2,761+114.7% | $4,305+37.7% | $2,631+125.4% |
| Participant deferral / active EE | $6,326 | $3,303+91.5% | $5,540+14.2% | $4,212+50.2% |
| Admin fee / account holder | $41,506 | $6,746+515.3% | $14,329+189.7% | $7,344+465.2% |