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 | $118,322 | $95,803+23.5% | $113,168+4.6% | $84,808+39.5% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 15.24% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,148 | $2,360+75.8% | $2,975+39.4% | $2,631+57.7% |
| Participant deferral / active EE | $7,220 | $4,242+70.2% | $5,107+41.4% | $4,212+71.4% |
| Admin fee / account holder | $8,797 | $8,989-2.1% | $12,068-27.1% | $7,344+19.8% |