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 | $109,382 | $86,929+25.8% | $102,423+6.8% | $80,856+35.3% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.2pp |
| Annual return | 14.38% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,690 | $2,369+55.8% | $3,023+22.1% | $2,755+34.0% |
| Participant deferral / active EE | $9,894 | $4,118+140.2% | $5,053+95.8% | $4,296+130.3% |
| Admin fee / account holder | $14,679 | $8,049+82.4% | $9,451+55.3% | $6,918+112.2% |