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 | $113,679 | $81,460+39.6% | $103,333+10.0% | $80,856+40.6% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.6%+27.6pp |
| Annual return | 11.34% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $13,415 | $3,105+332.0% | $3,868+246.8% | $2,755+387.0% |
| Participant deferral / active EE | $4,319 | $3,869+11.6% | $5,057-14.6% | $4,296+0.5% |
| Admin fee / account holder | $10,715 | $6,566+63.2% | $8,355+28.3% | $6,918+54.9% |