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 7-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 | $101,081 | $81,460+24.1% | $103,333-2.2% | $80,856+25.0% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.6%+26.3pp |
| Annual return | 18.81% | 25.55%-6.7pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $3,368 | $3,105+8.5% | $3,868-12.9% | $2,755+22.3% |
| Participant deferral / active EE | $9,509 | $3,869+145.8% | $5,057+88.0% | $4,296+121.4% |
| Admin fee / account holder | $6,502 | $6,566-1.0% | $8,355-22.2% | $6,918-6.0% |