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 | $101,579 | $54,762+85.5% | $90,281+12.5% | $72,985+39.2% |
| Participation rate | 92.6% | 65.1%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 22.28% | 30.63%-8.4pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,728 | $2,092+78.2% | $2,854+30.6% | $2,440+52.8% |
| Participant deferral / active EE | $8,261 | $2,887+186.1% | $3,885+112.6% | $3,607+129.0% |
| Admin fee / account holder | $13,414 | $3,972+237.7% | $5,351+150.7% | $5,124+161.8% |