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 | $104,970 | $80,717+30.0% | $154,803-32.2% | $84,808+23.8% |
| Participation rate | 81.7% | 66.8%+14.9pp | 78.1%+3.7pp | 68.3%+13.4pp |
| Annual return | 18.78% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $6,488 | $2,761+135.0% | $4,305+50.7% | $2,631+146.6% |
| Participant deferral / active EE | $6,121 | $3,303+85.3% | $5,540+10.5% | $4,212+45.3% |
| Admin fee / account holder | $8,624 | $6,746+27.8% | $14,329-39.8% | $7,344+17.4% |