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 | $120,952 | $60,349+100.4% | $74,183+63.0% | $62,891+92.3% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 6.39% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,712 | $1,680+180.5% | $2,370+98.8% | $2,281+106.6% |
| Participant deferral / active EE | $8,637 | $2,856+202.4% | $3,550+143.3% | $3,203+169.7% |
| Admin fee / account holder | $3,168 | $4,261-25.7% | $5,586-43.3% | $4,296-26.2% |