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 8-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 | $115,445 | $95,803+20.5% | $113,168+2.0% | $84,808+36.1% |
| Participation rate | 78.0% | 72.9%+5.2pp | 76.6%+1.5pp | 68.3%+9.7pp |
| Annual return | 23.13% | 25.00%-1.9pp | 24.27%-1.1pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,971 | $2,360+25.9% | $2,975-0.2% | $2,631+12.9% |
| Participant deferral / active EE | $7,046 | $4,242+66.1% | $5,107+38.0% | $4,212+67.3% |
| Admin fee / account holder | $13,200 | $8,989+46.8% | $12,068+9.4% | $7,344+79.7% |