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 | $115,280 | $74,927+53.9% | $101,794+13.2% | $84,808+35.9% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 15.11% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $8,464 | $1,522+456.2% | $2,289+269.8% | $2,631+221.7% |
| Participant deferral / active EE | $6,961 | $3,099+124.6% | $4,084+70.4% | $4,212+65.3% |
| Admin fee / account holder | $3,008 | $6,514-53.8% | $8,777-65.7% | $7,344-59.0% |