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 | $115,914 | $74,927+54.7% | $101,794+13.9% | $84,808+36.7% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 14.41% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,760 | $1,522+81.4% | $2,289+20.6% | $2,631+4.9% |
| Participant deferral / active EE | $7,389 | $3,099+138.4% | $4,084+80.9% | $4,212+75.4% |
| Admin fee / account holder | $817 | $6,514-87.4% | $8,777-90.7% | $7,344-88.9% |