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 | $119,665 | $95,803+24.9% | $113,168+5.7% | $84,808+41.1% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 15.91% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,654 | $2,360+12.4% | $2,975-10.8% | $2,631+0.9% |
| Participant deferral / active EE | $6,142 | $4,242+44.8% | $5,107+20.3% | $4,212+45.8% |
| Admin fee / account holder | $32,673 | $8,989+263.5% | $12,068+170.8% | $7,344+344.9% |