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 6-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 | $108,481 | $87,013+24.7% | $106,213+2.1% | $80,856+34.2% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.3%+11.8pp | 67.6%+19.5pp |
| Annual return | 13.39% | 17.05%-3.7pp | 116.14%-102.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,382 | $2,395-0.6% | $3,171-24.9% | $2,755-13.5% |
| Participant deferral / active EE | $4,627 | $3,986+16.1% | $5,016-7.8% | $4,296+7.7% |
| Admin fee / account holder | $4,552 | $8,431-46.0% | $11,033-58.7% | $6,918-34.2% |