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 | $112,880 | $74,927+50.7% | $101,794+10.9% | $84,808+33.1% |
| Participation rate | 88.2% | 61.4%+26.8pp | 69.2%+19.1pp | 68.3%+19.9pp |
| Annual return | 17.65% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,355 | $1,522+120.4% | $2,289+46.6% | $2,631+27.5% |
| Participant deferral / active EE | $6,510 | $3,099+110.1% | $4,084+59.4% | $4,212+54.6% |
| Admin fee / account holder | $9,569 | $6,514+46.9% | $8,777+9.0% | $7,344+30.3% |