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 | $112,426 | $95,803+17.4% | $113,168-0.7% | $84,808+32.6% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,358 | $2,360+42.3% | $2,975+12.9% | $2,631+27.6% |
| Participant deferral / active EE | $6,810 | $4,242+60.5% | $5,107+33.4% | $4,212+61.7% |
| Admin fee / account holder | $1,615 | $8,989-82.0% | $12,068-86.6% | $7,344-78.0% |