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 | $118,258 | $95,803+23.4% | $113,168+4.5% | $84,808+39.4% |
| Participation rate | 96.1% | 72.9%+23.2pp | 76.6%+19.5pp | 68.3%+27.7pp |
| Annual return | 13.98% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,682 | $2,360+267.9% | $2,975+191.8% | $2,631+230.0% |
| Participant deferral / active EE | $6,908 | $4,242+62.8% | $5,107+35.3% | $4,212+64.0% |
| Admin fee / account holder | $4,741 | $8,989-47.3% | $12,068-60.7% | $7,344-35.4% |