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 | $102,071 | $47,848+113.3% | $81,478+25.3% | $70,131+45.5% |
| Participation rate | 72.5% | 58.3%+14.3pp | 68.0%+4.6pp | 69.5%+3.0pp |
| Annual return | 19.90% | 27.25%-7.3pp | 38.78%-18.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,970 | $1,527+94.5% | $2,568+15.7% | $2,342+26.8% |
| Participant deferral / active EE | $7,161 | $2,453+191.9% | $3,537+102.5% | $3,332+114.9% |
| Admin fee / account holder | $6,909 | $3,145+119.7% | $4,561+51.5% | $4,645+48.7% |