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 | $120,503 | $95,803+25.8% | $113,168+6.5% | $84,808+42.1% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 24.63% | 25.00%-0.4pp | 24.27%+0.4pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,089 | $2,360+30.9% | $2,975+3.8% | $2,631+17.4% |
| Participant deferral / active EE | $7,208 | $4,242+69.9% | $5,107+41.1% | $4,212+71.1% |
| Admin fee / account holder | $12,650 | $8,989+40.7% | $12,068+4.8% | $7,344+72.3% |