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 | $118,257 | $95,803+23.4% | $113,168+4.5% | $84,808+39.4% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 13.54% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,901 | $2,360+65.3% | $2,975+31.1% | $2,631+48.3% |
| Participant deferral / active EE | $4,242 | $4,2420% | $5,107-16.9% | $4,212+0.7% |
| Admin fee / account holder | $3,983 | $8,989-55.7% | $12,068-67.0% | $7,344-45.8% |