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 5-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 | $104,848 | $60,892+72.2% | $82,389+27.3% | $84,808+23.6% |
| Participation rate | 76.5% | 63.3%+13.2pp | 69.5%+6.9pp | 68.3%+8.2pp |
| Annual return | 24.83% | 37.29%-12.5pp | 28.67%-3.8pp | 40.90%-16.1pp |
| Employer contribution / active EE | $8,471 | $1,779+376.1% | $2,517+236.6% | $2,631+222.0% |
| Participant deferral / active EE | $6,473 | $3,179+103.6% | $4,155+55.8% | $4,212+53.7% |
| Admin fee / account holder | $2,279 | $5,467-58.3% | $7,231-68.5% | $7,344-69.0% |