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 | $98,898 | $70,475+40.3% | $100,516-1.6% | $79,858+23.8% |
| Participation rate | 95.6% | 73.7%+21.9pp | 79.4%+16.2pp | 69.6%+26.0pp |
| Annual return | 35.08% | 21.90%+13.2pp | 30.89%+4.2pp | 31.71%+3.4pp |
| Employer contribution / active EE | $1,764 | $2,165-18.5% | $3,418-48.4% | $2,471-28.6% |
| Participant deferral / active EE | $6,725 | $5,181+29.8% | $6,270+7.3% | $3,740+79.8% |
| Admin fee / account holder | $7,712 | $4,478+72.2% | $8,081-4.6% | $5,306+45.3% |