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 | $122,793 | $95,803+28.2% | $113,168+8.5% | $84,808+44.8% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 15.56% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,945 | $2,360-17.6% | $2,975-34.6% | $2,631-26.1% |
| Participant deferral / active EE | $6,314 | $4,242+48.8% | $5,107+23.6% | $4,212+49.9% |
| Admin fee / account holder | $2,515 | $8,989-72.0% | $12,068-79.2% | $7,344-65.8% |