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 | $108,032 | $80,673+33.9% | $101,326+6.6% | $84,808+27.4% |
| Participation rate | 94.4% | 77.8%+16.7pp | 81.5%+12.9pp | 68.3%+26.1pp |
| Annual return | 16.10% | 38.95%-22.9pp | 36.82%-20.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,760 | $2,698+39.4% | $3,665+2.6% | $2,631+42.9% |
| Participant deferral / active EE | $8,692 | $6,840+27.1% | $7,994+8.7% | $4,212+106.4% |
| Admin fee / account holder | $5,403 | $12,784-57.7% | $11,185-51.7% | $7,344-26.4% |