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 | $111,669 | $74,927+49.0% | $101,794+9.7% | $84,808+31.7% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 12.99% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,129 | $1,522+171.3% | $2,289+80.4% | $2,631+57.0% |
| Participant deferral / active EE | $8,356 | $3,099+169.6% | $4,084+104.6% | $4,212+98.4% |
| Admin fee / account holder | $8,359 | $6,514+28.3% | $8,777-4.8% | $7,344+13.8% |