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 | $99,169 | $57,065+73.8% | $75,670+31.1% | $70,131+41.4% |
| Participation rate | 95.9% | 68.1%+27.8pp | 72.3%+23.6pp | 69.5%+26.4pp |
| Annual return | 18.12% | 23.57%-5.4pp | 27.34%-9.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,121 | $1,817+71.8% | $2,352+32.7% | $2,342+33.2% |
| Participant deferral / active EE | $7,828 | $2,580+203.4% | $3,142+149.1% | $3,332+134.9% |
| Admin fee / account holder | $5,237 | $3,825+36.9% | $5,800-9.7% | $4,645+12.7% |