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 9-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 | $105,314 | $64,348+63.7% | $90,160+16.8% | $70,131+50.2% |
| Participation rate | 96.0% | 70.4%+25.6pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 17.53% | 28.13%-10.6pp | 34.88%-17.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,835 | $2,046+38.6% | $3,318-14.6% | $2,342+21.0% |
| Participant deferral / active EE | $8,840 | $4,389+101.4% | $5,288+67.2% | $3,332+165.3% |
| Admin fee / account holder | $3,621 | $3,944-8.2% | $5,943-39.1% | $4,645-22.1% |