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 | $117,675 | $95,803+22.8% | $113,168+4.0% | $84,808+38.8% |
| Participation rate | 81.4% | 72.9%+8.5pp | 76.6%+4.8pp | 68.3%+13.1pp |
| Annual return | 13.12% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,574 | $2,360+9.1% | $2,975-13.5% | $2,631-2.2% |
| Participant deferral / active EE | $7,446 | $4,242+75.5% | $5,107+45.8% | $4,212+76.8% |
| Admin fee / account holder | $8,635 | $8,989-3.9% | $12,068-28.4% | $7,344+17.6% |