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 | $113,448 | $81,460+39.3% | $103,333+9.8% | $80,856+40.3% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 17.62% | 25.55%-7.9pp | 24.88%-7.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $4,131 | $3,105+33.0% | $3,868+6.8% | $2,755+49.9% |
| Participant deferral / active EE | $3,690 | $3,869-4.6% | $5,057-27.0% | $4,296-14.1% |
| Admin fee / account holder | $4,574 | $6,566-30.3% | $8,355-45.3% | $6,918-33.9% |