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 | $119,460 | $95,803+24.7% | $113,168+5.6% | $84,808+40.9% |
| Participation rate | 78.5% | 72.9%+5.6pp | 76.6%+1.9pp | 68.3%+10.2pp |
| Annual return | 13.88% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,609 | $2,360+10.6% | $2,975-12.3% | $2,631-0.8% |
| Participant deferral / active EE | $6,942 | $4,242+63.7% | $5,107+35.9% | $4,212+64.8% |
| Admin fee / account holder | $17,053 | $8,989+89.7% | $12,068+41.3% | $7,344+132.2% |