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 | $104,438 | $74,927+39.4% | $101,794+2.6% | $84,808+23.1% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.2%+20.8pp | 68.3%+21.7pp |
| Annual return | 14.14% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,468 | $1,522+127.9% | $2,289+51.5% | $2,631+31.8% |
| Participant deferral / active EE | $7,884 | $3,099+154.4% | $4,084+93.0% | $4,212+87.2% |
| Admin fee / account holder | $17,741 | $6,514+172.4% | $8,777+102.1% | $7,344+141.6% |