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 | $103,908 | $54,762+89.7% | $90,281+15.1% | $72,985+42.4% |
| Participation rate | 98.0% | 65.1%+32.9pp | 73.3%+24.7pp | 69.5%+28.5pp |
| Annual return | 20.20% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $3,329 | $2,092+59.1% | $2,854+16.6% | $2,440+36.4% |
| Participant deferral / active EE | $5,133 | $2,887+77.8% | $3,885+32.1% | $3,607+42.3% |
| Admin fee / account holder | $3,722 | $3,972-6.3% | $5,351-30.5% | $5,124-27.4% |