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 | $94,794 | $58,851+61.1% | $115,157-17.7% | $72,985+29.9% |
| Participation rate | 97.3% | 65.5%+31.8pp | 75.9%+21.4pp | 69.5%+27.8pp |
| Annual return | 22.21% | 23.16%-1.0pp | 35.60%-13.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $6,310 | $1,798+251.0% | $3,179+98.5% | $2,440+158.6% |
| Participant deferral / active EE | $4,627 | $2,643+75.1% | $4,168+11.0% | $3,607+28.3% |
| Admin fee / account holder | $5,212 | $6,370-18.2% | $7,088-26.5% | $5,124+1.7% |