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 | $101,335 | $64,348+57.5% | $90,160+12.4% | $70,131+44.5% |
| Participation rate | 85.2% | 70.4%+14.7pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 17.68% | 28.13%-10.5pp | 34.88%-17.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $4,618 | $2,046+125.7% | $3,318+39.2% | $2,342+97.1% |
| Participant deferral / active EE | $6,080 | $4,389+38.5% | $5,288+15.0% | $3,332+82.5% |
| Admin fee / account holder | $21,186 | $3,944+437.2% | $5,943+256.5% | $4,645+356.1% |