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 | $118,546 | $95,803+23.7% | $113,168+4.8% | $84,808+39.8% |
| Participation rate | 89.8% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.5pp |
| Annual return | 13.55% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,662 | $2,360+182.3% | $2,975+123.9% | $2,631+153.2% |
| Participant deferral / active EE | $4,067 | $4,242-4.1% | $5,107-20.4% | $4,212-3.4% |
| Admin fee / account holder | $2,066 | $8,989-77.0% | $12,068-82.9% | $7,344-71.9% |