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 | $110,221 | $71,050+55.1% | $93,606+17.7% | $80,856+36.3% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.1pp |
| Annual return | 14.64% | 11.26%+3.4pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,773 | $1,564+13.4% | $2,420-26.7% | $2,755-35.6% |
| Participant deferral / active EE | $4,764 | $4,034+18.1% | $4,411+8.0% | $4,296+10.9% |
| Admin fee / account holder | $1,543 | $6,945-77.8% | $8,285-81.4% | $6,918-77.7% |