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 | $101,547 | $95,803+6.0% | $113,168-10.3% | $84,808+19.7% |
| Participation rate | 78.0% | 72.9%+5.1pp | 76.6%+1.4pp | 68.3%+9.7pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,314 | $2,360+40.4% | $2,975+11.4% | $2,631+26.0% |
| Participant deferral / active EE | $8,141 | $4,242+91.9% | $5,107+59.4% | $4,212+93.3% |
| Admin fee / account holder | $6,755 | $8,989-24.9% | $12,068-44.0% | $7,344-8.0% |