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 | $116,895 | $72,492+61.3% | $87,100+34.2% | $72,985+60.2% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 18.05% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,308 | $1,894-30.9% | $2,521-48.1% | $2,440-46.4% |
| Participant deferral / active EE | $5,387 | $3,270+64.8% | $4,049+33.0% | $3,607+49.3% |
| Admin fee / account holder | $2,262 | $5,055-55.3% | $7,497-69.8% | $5,124-55.9% |