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 | $124,493 | $95,803+29.9% | $113,168+10.0% | $84,808+46.8% |
| Participation rate | 80.3% | 72.9%+7.4pp | 76.6%+3.7pp | 68.3%+12.0pp |
| Annual return | 15.68% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,816 | $2,360+19.3% | $2,975-5.4% | $2,631+7.0% |
| Participant deferral / active EE | $6,300 | $4,242+48.5% | $5,107+23.4% | $4,212+49.6% |
| Admin fee / account holder | $3,616 | $8,989-59.8% | $12,068-70.0% | $7,344-50.8% |