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 | $106,327 | $95,803+11.0% | $113,168-6.0% | $84,808+25.4% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 15.48% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,375 | $2,360+43.0% | $2,975+13.4% | $2,631+28.3% |
| Participant deferral / active EE | $7,654 | $4,242+80.4% | $5,107+49.9% | $4,212+81.7% |
| Admin fee / account holder | $17,558 | $8,989+95.3% | $12,068+45.5% | $7,344+139.1% |