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 | $99,067 | $45,073+119.8% | $69,455+42.6% | $72,985+35.7% |
| Participation rate | 97.9% | 68.5%+29.4pp | 74.6%+23.3pp | 69.5%+28.4pp |
| Annual return | 24.75% | 22.65%+2.1pp | 28.97%-4.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,618 | $2,054+76.2% | $2,779+30.2% | $2,440+48.3% |
| Participant deferral / active EE | $8,196 | $2,602+215.0% | $3,535+131.8% | $3,607+127.2% |
| Admin fee / account holder | $1,794 | $3,056-41.3% | $3,839-53.3% | $5,124-65.0% |