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 | $114,707 | $86,929+32.0% | $102,423+12.0% | $80,856+41.9% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 14.58% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,143 | $2,369+32.7% | $3,023+4.0% | $2,755+14.1% |
| Participant deferral / active EE | $11,305 | $4,118+174.5% | $5,053+123.7% | $4,296+163.2% |
| Admin fee / account holder | $10,436 | $8,049+29.7% | $9,451+10.4% | $6,918+50.9% |