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 | $105,529 | $71,050+48.5% | $93,606+12.7% | $80,856+30.5% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 11.37% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,534 | $1,564+189.9% | $2,420+87.4% | $2,755+64.6% |
| Participant deferral / active EE | $3,624 | $4,034-10.2% | $4,411-17.9% | $4,296-15.6% |
| Admin fee / account holder | $8,482 | $6,945+22.1% | $8,285+2.4% | $6,918+22.6% |