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 | $113,587 | $95,803+18.6% | $113,168+0.4% | $84,808+33.9% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 15.69% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,132 | $2,360+32.7% | $2,975+5.3% | $2,631+19.0% |
| Participant deferral / active EE | $6,352 | $4,242+49.7% | $5,107+24.4% | $4,212+50.8% |
| Admin fee / account holder | $12,409 | $8,989+38.0% | $12,068+2.8% | $7,344+69.0% |