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 | $88,028 | $81,460+8.1% | $103,333-14.8% | $80,856+8.9% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.6%+30.0pp |
| Annual return | 10.87% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,345 | $3,105+39.9% | $3,868+12.3% | $2,755+57.7% |
| Participant deferral / active EE | $6,290 | $3,869+62.6% | $5,057+24.4% | $4,296+46.4% |
| Admin fee / account holder | $10,173 | $6,566+54.9% | $8,355+21.8% | $6,918+47.1% |