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 | $107,705 | $86,929+23.9% | $102,423+5.2% | $80,856+33.2% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 11.62% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,522 | $2,369+48.6% | $3,023+16.5% | $2,755+27.8% |
| Participant deferral / active EE | $4,674 | $4,118+13.5% | $5,053-7.5% | $4,296+8.8% |
| Admin fee / account holder | $12,021 | $8,049+49.3% | $9,451+27.2% | $6,918+73.8% |