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 | $117,396 | $86,929+35.0% | $102,423+14.6% | $80,856+45.2% |
| Participation rate | 93.7% | 72.4%+21.3pp | 76.5%+17.2pp | 67.6%+26.0pp |
| Annual return | 10.65% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,575 | $2,369+50.9% | $3,023+18.2% | $2,755+29.8% |
| Participant deferral / active EE | $7,581 | $4,118+84.1% | $5,053+50.0% | $4,296+76.5% |
| Admin fee / account holder | $8,860 | $8,049+10.1% | $9,451-6.3% | $6,918+28.1% |