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 | $113,977 | $81,460+39.9% | $103,333+10.3% | $80,856+41.0% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 10.85% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,111 | $3,105-64.2% | $3,868-71.3% | $2,755-59.7% |
| Participant deferral / active EE | $5,905 | $3,869+52.6% | $5,057+16.8% | $4,296+37.5% |
| Admin fee / account holder | $32,419 | $6,566+393.7% | $8,355+288.0% | $6,918+368.6% |