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 | $111,724 | $95,803+16.6% | $113,168-1.3% | $84,808+31.7% |
| Participation rate | 82.5% | 72.9%+9.6pp | 76.6%+5.9pp | 68.3%+14.2pp |
| Annual return | 16.53% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,641 | $2,360+11.9% | $2,975-11.2% | $2,631+0.4% |
| Participant deferral / active EE | $6,127 | $4,242+44.4% | $5,107+20.0% | $4,212+45.5% |
| Admin fee / account holder | $10,469 | $8,989+16.5% | $12,068-13.2% | $7,344+42.6% |