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 8-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 | $103,020 | $80,673+27.7% | $101,326+1.7% | $84,808+21.5% |
| Participation rate | 97.5% | 77.8%+19.7pp | 81.5%+16.0pp | 68.3%+29.2pp |
| Annual return | 19.42% | 38.95%-19.5pp | 36.82%-17.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,538 | $2,698-43.0% | $3,665-58.0% | $2,631-41.5% |
| Participant deferral / active EE | $7,943 | $6,840+16.1% | $7,994-0.6% | $4,212+88.6% |
| Admin fee / account holder | $2,457 | $12,784-80.8% | $11,185-78.0% | $7,344-66.5% |