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 | $107,772 | $80,717+33.5% | $154,803-30.4% | $84,808+27.1% |
| Participation rate | 83.1% | 66.8%+16.3pp | 78.1%+5.0pp | 68.3%+14.8pp |
| Annual return | 14.45% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,537 | $2,761+100.5% | $4,305+28.6% | $2,631+110.4% |
| Participant deferral / active EE | $4,701 | $3,303+42.3% | $5,540-15.2% | $4,212+11.6% |
| Admin fee / account holder | $15,292 | $6,746+126.7% | $14,329+6.7% | $7,344+108.2% |