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 | $109,118 | $81,460+34.0% | $103,333+5.6% | $80,856+35.0% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 13.54% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,570 | $3,105+111.6% | $3,868+69.9% | $2,755+138.5% |
| Participant deferral / active EE | $3,432 | $3,869-11.3% | $5,057-32.1% | $4,296-20.1% |
| Admin fee / account holder | $14,642 | $6,566+123.0% | $8,355+75.3% | $6,918+111.7% |