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 | $114,574 | $95,803+19.6% | $113,168+1.2% | $84,808+35.1% |
| Participation rate | 82.6% | 72.9%+9.7pp | 76.6%+6.0pp | 68.3%+14.3pp |
| Annual return | 20.99% | 25.00%-4.0pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,845 | $2,360+105.3% | $2,975+62.8% | $2,631+84.1% |
| Participant deferral / active EE | $6,684 | $4,242+57.6% | $5,107+30.9% | $4,212+58.7% |
| Admin fee / account holder | $5,739 | $8,989-36.2% | $12,068-52.4% | $7,344-21.9% |