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 | $109,818 | $86,929+26.3% | $102,423+7.2% | $80,856+35.8% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 20.62% | 18.88%+1.7pp | 29.32%-8.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,768 | $2,369+16.8% | $3,023-8.4% | $2,755+0.5% |
| Participant deferral / active EE | $7,227 | $4,118+75.5% | $5,053+43.0% | $4,296+68.2% |
| Admin fee / account holder | $5,773 | $8,049-28.3% | $9,451-38.9% | $6,918-16.5% |