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 | $108,723 | $95,803+13.5% | $113,168-3.9% | $84,808+28.2% |
| Participation rate | 85.0% | 72.9%+12.1pp | 76.6%+8.4pp | 68.3%+16.7pp |
| Annual return | 16.85% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,026 | $2,360+70.6% | $2,975+35.3% | $2,631+53.0% |
| Participant deferral / active EE | $7,904 | $4,242+86.3% | $5,107+54.8% | $4,212+87.7% |
| Admin fee / account holder | $10,883 | $8,989+21.1% | $12,068-9.8% | $7,344+48.2% |