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 7-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 | $108,387 | $95,803+13.1% | $113,168-4.2% | $84,808+27.8% |
| Participation rate | 76.4% | 72.9%+3.5pp | 76.6%-0.2pp | 68.3%+8.1pp |
| Annual return | 16.62% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,703 | $2,360+56.9% | $2,975+24.5% | $2,631+40.8% |
| Participant deferral / active EE | $10,296 | $4,242+142.7% | $5,107+101.6% | $4,212+144.5% |
| Admin fee / account holder | $15,821 | $8,989+76.0% | $12,068+31.1% | $7,344+115.4% |