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 | $93,077 | $81,460+14.3% | $103,333-9.9% | $80,856+15.1% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 10.70% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,456 | $3,105+75.7% | $3,868+41.1% | $2,755+98.0% |
| Participant deferral / active EE | $7,466 | $3,869+93.0% | $5,057+47.6% | $4,296+73.8% |
| Admin fee / account holder | $14,004 | $6,566+113.3% | $8,355+67.6% | $6,918+102.4% |