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 | $116,123 | $109,881+5.7% | $150,045-22.6% | $84,808+36.9% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 15.56% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,532 | $3,561+27.3% | $4,693-3.4% | $2,631+72.3% |
| Participant deferral / active EE | $10,892 | $6,636+64.1% | $7,997+36.2% | $4,212+158.6% |
| Admin fee / account holder | $34,627 | $8,568+304.1% | $13,435+157.7% | $7,344+371.5% |