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 | $103,706 | $74,927+38.4% | $101,794+1.9% | $84,808+22.3% |
| Participation rate | 95.1% | 61.4%+33.7pp | 69.2%+25.9pp | 68.3%+26.8pp |
| Annual return | 25.38% | 18.70%+6.7pp | 30.53%-5.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $6,724 | $1,522+341.9% | $2,289+193.8% | $2,631+155.6% |
| Participant deferral / active EE | $7,005 | $3,099+126.0% | $4,084+71.5% | $4,212+66.3% |
| Admin fee / account holder | $5,984 | $6,514-8.1% | $8,777-31.8% | $7,344-18.5% |