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 | $106,907 | $95,803+11.6% | $113,168-5.5% | $84,808+26.1% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $8,394 | $2,360+255.7% | $2,975+182.1% | $2,631+219.0% |
| Participant deferral / active EE | $7,813 | $4,242+84.2% | $5,107+53.0% | $4,212+85.5% |
| Admin fee / account holder | $9,084 | $8,989+1.1% | $12,068-24.7% | $7,344+23.7% |