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 | $95,010 | $56,277+68.8% | $80,975+17.3% | $62,891+51.1% |
| Participation rate | 79.3% | 69.0%+10.4pp | 75.8%+3.5pp | 69.3%+10.0pp |
| Annual return | 15.26% | 22.12%-6.9pp | 17.10%-1.8pp | 20.14%-4.9pp |
| Employer contribution / active EE | $3,758 | $1,943+93.4% | $3,714+1.2% | $2,281+64.8% |
| Participant deferral / active EE | $5,538 | $4,195+32.0% | $5,696-2.8% | $3,203+72.9% |
| Admin fee / account holder | $13,649 | $3,741+264.9% | $5,516+147.5% | $4,296+217.8% |