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 | $101,262 | $61,605+64.4% | $112,229-9.8% | $75,163+34.7% |
| Participation rate | 83.8% | 61.7%+22.1pp | 72.4%+11.3pp | 67.2%+16.6pp |
| Annual return | 21.27% | 28.47%-7.2pp | 30.20%-8.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $4,952 | $2,015+145.7% | $3,430+44.4% | $2,670+85.5% |
| Participant deferral / active EE | $8,932 | $3,108+187.4% | $4,798+86.2% | $4,125+116.5% |
| Admin fee / account holder | $8,429 | $4,862+73.3% | $7,748+8.8% | $5,651+49.2% |