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 | $103,978 | $81,460+27.6% | $103,333+0.6% | $80,856+28.6% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.6%+8.8pp |
| Annual return | 16.16% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $7,685 | $3,105+147.5% | $3,868+98.7% | $2,755+179.0% |
| Participant deferral / active EE | $2,986 | $3,869-22.8% | $5,057-41.0% | $4,296-30.5% |
| Admin fee / account holder | $9,528 | $6,566+45.1% | $8,355+14.0% | $6,918+37.7% |