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 6-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 | $112,785 | $89,753+25.7% | $107,525+4.9% | $84,808+33.0% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 33.16% | 29.48%+3.7pp | 181.32%-148.2pp | 40.90%-7.7pp |
| Employer contribution / active EE | $2,383 | $3,113-23.4% | $3,754-36.5% | $2,631-9.4% |
| Participant deferral / active EE | $4,825 | $4,056+18.9% | $5,116-5.7% | $4,212+14.6% |
| Admin fee / account holder | $3,822 | $7,222-47.1% | $8,919-57.1% | $7,344-48.0% |